BCGL
SHV icon

BRIA Capital Group, LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

BRIA Capital Group, LLC’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 		$992K Sell
8,991
-149,735
-94% -$16.5M 0.68% 41
2026
Q2 		$17.5M Buy
+158,726
New +$17.5M 12.93% 2

Other funds holding SHV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Client First Capital
Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Stableford Capital II
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

BRIA Capital Group, LLC's SHV Position: Q3 2026 in Review

BRIA Capital Group, LLC reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 94% in Q3 2026, selling an estimated $16.5M and leaving 8,991 shares worth $992K. The position accounts for 0.68% of the portfolio, ranked #41.

BRIA Capital Group, LLC first reported a position in SHV in Q2 2026 and has held it in 2 quarters since. The position peaked at $17.5M in Q2 2026. 195 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • BRIA Capital Group, LLC held 8,991 shares of iShares 0-1 Year Treasury Bond ETF worth $992K as of Q3 2026.
  • BRIA Capital Group, LLC sold 149,735 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $16.5M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.68% of BRIA Capital Group, LLC's portfolio in Q3 2026, its #41 holding.
  • BRIA Capital Group, LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • BRIA Capital Group, LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $17.5M in Q2 2026.
  • 195 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on BRIA Capital Group, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.