Continuum Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Continuum Advisory’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$97.1K	Buy	+880	New	+$97K	0.01%	644
2025 Q2	–	Sell	-563	Closed	-$62.2K	–	1370
2025 Q1	$62.2K	Sell	563 -267	-32%	-$29.4K	0.01%	621
2024 Q4	$91.4K	Sell	830 -238	-22%	-$26.2K	0.01%	537
2024 Q3	$118K	Buy	1,068 +12	+1%	+$1.32K	0.02%	491
2024 Q2	$117K	Sell	1,056 -9	-0.8%	-$992	0.02%	468
2024 Q1	$117K	Buy	+1,065	New	+$117K	0.02%	462
2022 Q4	–	Sell	-76,541	Closed	-$8.42M	–	429
2022 Q3	$8.42M	Buy	76,541 +24,207	+46%	+$2.66M	1.49%	11
2022 Q2	$5.76M	Buy	52,334 +15,121	+41%	+$1.67M	1.05%	16
2022 Q1	$4.1M	Buy	+37,213	New	+$4.1M	0.78%	23
2020 Q3	–	Sell	-3,243	Closed	-$359K	–	159
2020 Q2	$359K	Sell	3,243 -4,404	-58%	-$488K	0.23%	94
2020 Q1	$848K	Buy	+7,647	New	+$846K	0.57%	49

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Continuum Advisory's SHV Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 880 shares worth $97.1K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SHV as recently as Q1 2025.

Continuum Advisory first reported a position in SHV in Q1 2020 and has held it in 11 quarters since. The position peaked at $8.42M in Q3 2022. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Continuum Advisory held 880 shares of iShares 0-1 Year Treasury Bond ETF worth $97.1K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Continuum Advisory position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #644 holding.
Continuum Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 11 quarters since.
Continuum Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $8.42M in Q3 2022.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.