Flagstar Advisors
SHV icon

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

Flagstar 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 		$1.31M Buy
11,832
+3,576
+43% +$394K 0.4% 65
2026
Q2 		$911K Buy
8,256
+954
+13% +$105K 0.28% 90
2026
Q1 		$806K Buy
7,302
+7
+0.1% +$772 0.29% 85
2025
Q4 		$804K Buy
7,295
+60
+0.8% +$6.62K 0.27% 87
2025
Q3 		$799K Buy
7,235
+46
+0.6% +$5.07K 0.24% 92
2025
Q2 		$794K Buy
7,189
+33
+0.5% +$3.64K 0.22% 95
2025
Q1 		$791K Sell
7,156
-213
-3% -$23.5K 0.2% 100
2024
Q4 		$811K Buy
7,369
+288
+4% +$31.8K 0.2% 100
2024
Q3 		$783K Buy
7,081
+67
+1% +$7.39K 0.2% 101
2024
Q2 		$775K Buy
7,014
+1,266
+22% +$140K 0.21% 103
2024
Q1 		$635K Sell
5,748
-6,985
-55% -$771K 0.18% 105
2023
Q4 		$1.4M Buy
12,733
+1,680
+15% +$185K 0.44% 58
2023
Q3 		$1.22M Sell
11,053
-790
-7% -$87.1K 0.46% 57
2023
Q2 		$1.31M Buy
11,843
+111
+0.9% +$12.2K 0.49% 55
2023
Q1 		$1.3M Buy
11,732
+38
+0.3% +$4.19K 0.47% 51
2022
Q4 		$1.29M Buy
11,694
+8,047
+221% +$884K 0.45% 53
2022
Q3 		$401K Buy
+3,647
New +$401K 0.15% 114

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
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

Flagstar Advisors's SHV Position: Q3 2026 in Review

Flagstar Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 43% in Q3 2026, buying an estimated $394K and bringing the position to 11,832 shares worth $1.31M. The position accounts for 0.4% of the portfolio, ranked #65.

Flagstar Advisors first reported a position in SHV in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.4M in Q4 2023. 305 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Flagstar Advisors held 11,832 shares of iShares 0-1 Year Treasury Bond ETF worth $1.31M as of Q3 2026.
  • Flagstar Advisors bought 3,576 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $394K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.4% of Flagstar Advisors's portfolio in Q3 2026, its #65 holding.
  • Flagstar Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Flagstar Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.4M in Q4 2023.
  • 305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.