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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Diversify Advisory Services's SHV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 2,170 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1138 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SHV as recently as Q1 2025.

Diversify Advisory Services first reported a position in SHV in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q1 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Diversify Advisory Services held 2,170 shares of iShares 0-1 Year Treasury Bond ETF worth $239K as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1138 holding.
  • Diversify Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Diversify Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $2.05M in Q1 2024.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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