Core Wealth Advisors (Florida)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Core Wealth Advisors (Florida)’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	$818K	Hold	7,417	–	–	0.16%	54
2026 Q1	$819K	Sell	7,417 -1,243	-14%	-$137K	0.2%	47
2025 Q4	$954K	Buy	8,660 +61	+0.7%	+$6.73K	0.25%	35
2025 Q3	$950K	Hold	8,599	–	–	0.25%	37
2025 Q2	$950K	Buy	8,599 +453	+6%	+$49.9K	0.27%	38
2025 Q1	$900K	Buy	8,146 +272	+3%	+$30K	0.29%	33
2024 Q4	$867K	Hold	7,874	–	–	0.29%	31
2024 Q3	$871K	Hold	7,874	–	–	0.28%	31
2024 Q2	$870K	Buy	7,874 +3,741	+91%	+$413K	0.3%	32
2024 Q1	$457K	Hold	4,133	–	–	0.16%	41
2023 Q4	$455K	Hold	4,133	–	–	0.17%	36
2023 Q3	$457K	Buy	4,133 +366	+10%	+$40.4K	0.19%	32
2023 Q2	$416K	Buy	3,767 +915	+32%	+$101K	0.17%	34
2023 Q1	$315K	Buy	2,852 +2,092	+275%	+$230K	0.13%	40
2022 Q4	$83.5K	Buy	760 +676	+805%	+$74.3K	0.04%	65
2022 Q3	$9K	Buy	+84	New	+$9.24K	0.01%	147
2021 Q2	–	Sell	-557	Closed	-$62K	–	202
2021 Q1	$62K	Sell	557 -74	-12%	-$8.18K	0.05%	55
2020 Q4	$70K	Buy	631 +291	+86%	+$32.2K	0.06%	45
2020 Q3	$38K	Hold	340	–	–	0.04%	59
2020 Q2	$38K	Buy	+340	New	+$37.7K	0.03%	59

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

Core Wealth Advisors (Florida)'s SHV Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 7,417 shares worth $818K. The position accounts for 0.16% of the portfolio, ranked #54.

Core Wealth Advisors (Florida) first reported a position in SHV in Q2 2020 and has held it in 20 quarters since. The position peaked at $954K in Q4 2025. 718 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Core Wealth Advisors (Florida) held 7,417 shares of iShares 0-1 Year Treasury Bond ETF worth $818K as of Q2 2026.
Core Wealth Advisors (Florida) left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.16% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #54 holding.
Core Wealth Advisors (Florida) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 20 quarters since.
Core Wealth Advisors (Florida)'s iShares 0-1 Year Treasury Bond ETF position peaked at $954K in Q4 2025.
718 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.