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

Diversify Advisory Services’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 Q3	$582K	Buy	5,279 +3,109	+143%	+$343K	0.01%	868
2026 Q2	$239K	Buy	+2,170	New	+$239K	﹤0.01%	1138
2025 Q2	–	Sell	-3,419	Closed	-$378K	–	862
2025 Q1	$378K	Buy	3,419 +596	+21%	+$65.7K	0.02%	421
2024 Q4	$311K	Sell	2,823 -2,754	-49%	-$304K	0.02%	475
2024 Q3	$616K	Buy	5,577 +1,140	+26%	+$126K	0.03%	341
2024 Q2	$489K	Sell	4,437 -14,159	-76%	-$1.56M	0.03%	385
2024 Q1	$2.05M	Buy	+18,596	New	+$2.05M	0.12%	154

Other funds holding SHV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Diversify Advisory Services's SHV Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 143% in Q3 2026, buying an estimated $343K and bringing the position to 5,279 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #868.

Diversify Advisory Services first reported a position in SHV in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q1 2024. 183 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Diversify Advisory Services held 5,279 shares of iShares 0-1 Year Treasury Bond ETF worth $582K as of Q3 2026.
Diversify Advisory Services bought 3,109 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $343K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #868 holding.
Diversify Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 7 quarters since.
Diversify Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $2.05M in Q1 2024.
183 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.