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

Crane 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 		$390K Buy
3,539
+1,395
+65% +$154K 0.06% 38
2026
Q1 		$236K Sell
2,144
-966
-31% -$107K 0.04% 48
2025
Q4 		$343K Sell
3,110
-186
-6% -$20.5K 0.05% 40
2025
Q3 		$363K Sell
3,296
-52
-2% -$5.74K 0.06% 38
2025
Q2 		$369K Buy
+3,348
New +$369K 0.06% 38
2025
Q1 		– Sell
-2,416
Closed -$266K – 47
2024
Q4 		$266K Sell
2,416
-1
-0% -$110 0.05% 38
2024
Q3 		$266K Buy
+2,417
New +$267K 0.05% 38
2024
Q1 		– Sell
-422,195
Closed -$46.5M – 43
2023
Q4 		$46.5M Sell
422,195
-153,249
-27% -$16.9M 10.47% 3
2023
Q3 		$63.4M Buy
575,444
+80,742
+16% +$8.9M 15.9% 1
2023
Q2 		$54.4M Buy
494,702
+61,904
+14% +$6.82M 15.63% 2
2023
Q1 		$47.7M Buy
432,798
+47,216
+12% +$5.2M 16.21% 1
2022
Q4 		$42.4M Buy
385,582
+132,770
+53% +$14.6M 17.2% 2
2022
Q3 		$27.8M Buy
+252,812
New +$27.8M 14.26% 3

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
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 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

Crane Advisory's SHV Position: Q2 2026 in Review

Crane Advisory increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 65% in Q2 2026, buying an estimated $154K and bringing the position to 3,539 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #38.

Crane Advisory first reported a position in SHV in Q3 2022 and has held it in 13 quarters since. The position peaked at $63.4M in Q3 2023. 158 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Crane Advisory held 3,539 shares of iShares 0-1 Year Treasury Bond ETF worth $390K as of Q2 2026.
  • Crane Advisory bought 1,395 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $154K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of Crane Advisory's portfolio in Q2 2026, its #38 holding.
  • Crane Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • Crane Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $63.4M in Q3 2023.
  • 158 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.