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CoreCap Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

CoreCap Advisors’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 		$2.93M Sell
26,517
-3,192
-11% -$352K 0.09% 203
2026
Q1 		$3.28M Sell
29,709
-9,376
-24% -$1.03M 0.11% 171
2025
Q4 		$4.31M Sell
39,085
-2,481
-6% -$274K 0.15% 142
2025
Q3 		$4.59M Sell
41,566
-3,546
-8% -$391K 0.17% 114
2025
Q2 		$4.98M Sell
45,112
-651
-1% -$71.8K 0.2% 88
2025
Q1 		$5.05M Sell
45,763
-4,971
-10% -$548K 0.22% 87
2024
Q4 		$5.59M Sell
50,734
-18,303
-27% -$2.02M 0.25% 66
2024
Q3 		$7.64M Buy
+69,037
New +$7.62M 0.36% 51
2024
Q2 		– Sell
-56,657
Closed -$6.26M – 2420
2024
Q1 		$6.26M Buy
56,657
+9,416
+20% +$1.04M 0.33% 51
2023
Q4 		$5.2M Sell
47,241
-29,447
-38% -$3.25M 0.34% 61
2023
Q3 		$8.47M Buy
76,688
+33,058
+76% +$3.64M 0.61% 35
2023
Q2 		$4.82M Buy
+43,630
New +$4.81M 0.34% 57
2022
Q4 		$2.21M Sell
20,135
-52,757
-72% -$5.8M 0.16% 116
2022
Q3 		$8.02M Sell
72,892
-88,331
-55% -$9.72M 0.67% 33
2022
Q2 		$17.8M Buy
161,223
+125,725
+354% +$13.9M 1.38% 13
2022
Q1 		$3.91M Buy
35,498
+21,600
+155% +$2.38M 0.27% 66
2021
Q4 		$1.53M Buy
+13,898
New +$1.53M 0.1% 160

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

CoreCap Advisors's SHV Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 11% in Q2 2026, selling an estimated $352K and leaving 26,517 shares worth $2.93M. The position accounts for 0.09% of the portfolio, ranked #203.

CoreCap Advisors first reported a position in SHV in Q4 2021 and has held it in 17 quarters since. The position peaked at $17.8M in Q2 2022. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • CoreCap Advisors held 26,517 shares of iShares 0-1 Year Treasury Bond ETF worth $2.93M as of Q2 2026.
  • CoreCap Advisors sold 3,192 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $352K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.09% of CoreCap Advisors's portfolio in Q2 2026, its #203 holding.
  • CoreCap Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $17.8M in Q2 2022.
  • 123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.