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Fiduciary Alliance’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fiduciary Alliance’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 		– Sell
-2,833
Closed -$312K – 577
2026
Q1 		$312K Sell
2,833
-29,830
-91% -$3.29M 0.02% 442
2025
Q4 		$3.6M Buy
32,663
+1,958
+6% +$216K 0.24% 101
2025
Q3 		$3.39M Buy
30,705
+1,659
+6% +$183K 0.23% 100
2025
Q2 		$3.21M Sell
29,046
-484
-2% -$53.4K 0.24% 101
2025
Q1 		$3.26M Sell
29,530
-478
-2% -$52.7K 0.32% 75
2024
Q4 		$3.3M Buy
30,008
+325
+1% +$35.8K 0.33% 74
2024
Q3 		$3.28M Sell
29,683
-5,326
-15% -$588K 0.44% 60
2024
Q2 		$3.85M Buy
35,009
+3,936
+13% +$434K 0.63% 47
2024
Q1 		$3.42M Buy
31,073
+4,401
+17% +$486K 0.6% 46
2023
Q4 		$2.94M Buy
26,672
+13,134
+97% +$1.45M 0.58% 49
2023
Q3 		$1.5M Sell
13,538
-3,523
-21% -$388K 0.35% 59
2023
Q2 		$1.88M Buy
17,061
+287
+2% +$31.6K 0.4% 56
2023
Q1 		$1.85M Sell
16,774
-2,204
-12% -$243K 0.47% 56
2022
Q4 		$2.09M Buy
+18,978
New +$2.09M 0.54% 54

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiduciary Alliance's SHV Position: Q2 2026 in Review

Fiduciary Alliance sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 2,833 shares — an estimated $312K sold.

Fiduciary Alliance first reported a position in SHV in Q4 2022 and held it in 14 quarters. The position peaked at $3.85M in Q2 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Fiduciary Alliance reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 2,833 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $312K.
  • Fiduciary Alliance first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 14 quarters.
  • Fiduciary Alliance's iShares 0-1 Year Treasury Bond ETF position peaked at $3.85M in Q2 2024.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.