EWA
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ERTS Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

ERTS Wealth Advisors’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 		$412K Sell
3,734
-56
-1% -$6.17K 0.12% 23
2026
Q2 		$418K Sell
3,790
-247
-6% -$27.2K 0.12% 25
2026
Q1 		$446K Sell
4,037
-3,432
-46% -$378K 0.14% 22
2025
Q4 		$823K Buy
7,469
+53
+0.7% +$5.84K 0.26% 21
2025
Q3 		$819K Sell
7,416
-14
-0.2% -$1.54K 0.26% 21
2025
Q2 		$820K Buy
7,430
+1,164
+19% +$128K 0.28% 22
2025
Q1 		$692K Buy
6,266
+169
+3% +$18.6K 0.13% 37
2024
Q4 		$671K Sell
6,097
-194
-3% -$21.4K 0.13% 40
2024
Q3 		$696K Sell
6,291
-198
-3% -$21.8K 0.13% 39
2024
Q2 		$717K Buy
6,489
+103
+2% +$11.4K 0.14% 38
2024
Q1 		$706K Buy
6,386
+4,468
+233% +$493K 0.14% 36
2023
Q4 		$211K Buy
1,918
+13
+0.7% +$1.43K 0.05% 87
2023
Q3 		$210K Buy
1,905
+5
+0.3% +$551 0.05% 80
2023
Q2 		$210K Sell
1,900
-1,906
-50% -$210K 0.05% 86
2023
Q1 		$421K Sell
3,806
-10,181
-73% -$1.12M 0.1% 54
2022
Q4 		$1.54M Sell
13,987
-21,922
-61% -$2.41M 0.4% 28
2022
Q3 		$3.95M Buy
35,909
+29,008
+420% +$3.19M 1.11% 14
2022
Q2 		$760K Buy
6,901
+4,398
+176% +$485K 0.22% 37
2022
Q1 		$276K Sell
2,503
-30,680
-92% -$3.38M 0.08% 72
2021
Q4 		$3.66M Buy
33,183
+39
+0.1% +$4.31K 0.87% 15
2021
Q3 		$3.66M Buy
33,144
+17,139
+107% +$1.89M 0.96% 16
2021
Q2 		$1.77M Buy
16,005
+5,246
+49% +$580K 0.48% 20
2021
Q1 		$1.19M Buy
10,759
+1,151
+12% +$127K 0.35% 29
2020
Q4 		$1.06M Sell
9,608
-7,010
-42% -$775K 0.34% 29
2020
Q3 		$1.84M Buy
16,618
+1,597
+11% +$177K 0.69% 20
2020
Q2 		$1.66M Sell
15,021
-36
-0.2% -$3.99K 0.67% 21
2020
Q1 		$1.67M Sell
15,057
-15,728
-51% -$1.74M 0.81% 20
2019
Q4 		$3.4M Sell
30,785
-5,965
-16% -$659K 1.53% 10
2019
Q3 		$4.06M Buy
36,750
+3,124
+9% +$345K 2.06% 10
2019
Q2 		$3.72M Buy
33,626
+8,386
+33% +$927K 2.05% 12
2019
Q1 		$2.79M Buy
25,240
+24,099
+2,112% +$2.66M 1.66% 13
2018
Q4 		$126K Buy
+1,141
New +$126K 0.09% 98

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
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cynosure Group
Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return
Marks Wealth
Marks Wealth Annapolis, Maryland $459M AUM 37.78% 1-Year Est. Return

ERTS Wealth Advisors's SHV Position: Q3 2026 in Review

ERTS Wealth Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.5% in Q3 2026, selling an estimated $6.17K and leaving 3,734 shares worth $412K. The position accounts for 0.12% of the portfolio, ranked #23.

ERTS Wealth Advisors first reported a position in SHV in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.06M in Q3 2019. 399 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • ERTS Wealth Advisors held 3,734 shares of iShares 0-1 Year Treasury Bond ETF worth $412K as of Q3 2026.
  • ERTS Wealth Advisors sold 56 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $6.17K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.12% of ERTS Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • ERTS Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 32 quarters since.
  • ERTS Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $4.06M in Q3 2019.
  • 399 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on ERTS Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.