FFA
SHV icon

Farther Finance Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Farther Finance 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
Q2 		$20.2M Sell
183,302
-311
-0.2% -$34.3K 0.16% 114
2026
Q1 		$20.2M Buy
183,613
+11,591
+7% +$1.28M 0.19% 99
2025
Q4 		$18.9M Buy
172,022
+15,766
+10% +$1.74M 0.2% 93
2025
Q3 		$17.3M Buy
156,256
+2,036
+1% +$225K 0.26% 71
2025
Q2 		$17M Sell
154,220
-797
-0.5% -$87.9K 0.34% 53
2025
Q1 		$17.1M Buy
155,017
+38,467
+33% +$4.24M 0.44% 39
2024
Q4 		$12.8M Buy
116,550
+104,200
+844% +$11.5M 0.46% 41
2024
Q3 		$1.37M Buy
12,350
+3,016
+32% +$333K 0.05% 277
2024
Q2 		$1.03M Buy
9,334
+2,555
+38% +$282K 0.05% 298
2024
Q1 		$746K Buy
6,779
+457
+7% +$50.4K 0.05% 307
2023
Q4 		$696K Sell
6,322
-192
-3% -$21.2K 0.05% 291
2023
Q3 		$720K Buy
6,514
+552
+9% +$60.9K 0.11% 155
2023
Q2 		$659K Buy
5,962
+3,612
+154% +$398K 0.14% 132
2023
Q1 		$260K Sell
2,350
-848
-27% -$93.4K 0.08% 233
2022
Q4 		$352K Buy
+3,198
New +$351K 0.14% 147

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

Farther Finance Advisors's SHV Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.17% in Q2 2026, selling an estimated $34.3K and leaving 183,302 shares worth $20.2M. The position accounts for 0.16% of the portfolio, ranked #114.

Farther Finance Advisors first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. 182 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Farther Finance Advisors held 183,302 shares of iShares 0-1 Year Treasury Bond ETF worth $20.2M as of Q2 2026.
  • Farther Finance Advisors sold 311 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $34.3K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.16% of Farther Finance Advisors's portfolio in Q2 2026, its #114 holding.
  • Farther Finance Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.