CAG
SHV icon

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

Csenge Advisory Group’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 		$265K Buy
+2,400
New +$265K 0.01% 647
2025
Q3 		– Sell
-10,889
Closed -$1.2M – 756
2025
Q2 		$1.2M Sell
10,889
-54,884
-83% -$6.05M 0.06% 241
2025
Q1 		$7.26M Buy
+65,773
New +$7.25M 0.41% 45
2024
Q2 		– Sell
-2,228
Closed -$246K – 744
2024
Q1 		$246K Sell
2,228
-407
-15% -$44.9K 0.01% 605
2023
Q4 		$290K Buy
+2,635
New +$290K 0.02% 529
2022
Q4 		– Sell
-95,796
Closed -$10.5M – 653
2022
Q3 		$10.5M Sell
95,796
-2,713
-3% -$298K 0.87% 24
2022
Q2 		$10.8M Buy
98,509
+40,893
+71% +$4.5M 0.91% 22
2022
Q1 		$6.35M Buy
57,616
+50,352
+693% +$5.55M 0.5% 37
2021
Q4 		$803K Buy
7,264
+648
+10% +$71.6K 0.07% 238
2021
Q3 		$731K Sell
6,616
-648
-9% -$71.6K 0.06% 284
2021
Q2 		$803K Buy
7,264
+1,556
+27% +$172K 0.07% 238
2021
Q1 		$631K Buy
5,708
+30
+0.5% +$3.32K 0.06% 230
2020
Q4 		$628K Sell
5,678
-1,759
-24% -$195K 0.08% 193
2020
Q3 		$823K Buy
+7,437
New +$823K 0.11% 150
2020
Q2 		– Sell
-14,812
Closed -$1.64M – 413
2020
Q1 		$1.64M Sell
14,812
-15,590
-51% -$1.73M 0.43% 51
2019
Q4 		$3.36M Buy
30,402
+1,349
+5% +$149K 0.85% 17
2019
Q3 		$3.21M Buy
+29,053
New +$3.21M 0.88% 17
2019
Q1 		– Sell
-22,985
Closed -$2.54M – 211
2018
Q4 		$2.54M Buy
22,985
+21,313
+1,275% +$2.35M 0.93% 22
2018
Q3 		$184K Buy
+1,672
New +$185K 0.07% 170

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Csenge Advisory Group's SHV Position: Q2 2026 in Review

Csenge Advisory Group opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 2,400 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #647 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in SHV as recently as Q2 2025.

Csenge Advisory Group first reported a position in SHV in Q3 2018 and has held it in 19 quarters since. The position peaked at $10.8M in Q2 2022. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Csenge Advisory Group held 2,400 shares of iShares 0-1 Year Treasury Bond ETF worth $265K as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Csenge Advisory Group position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #647 holding.
  • Csenge Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and has held it in 19 quarters since.
  • Csenge Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $10.8M in Q2 2022.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.