FA
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
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

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Flagstar Advisors's SHV Position: Q2 2026 in Review

Flagstar Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q2 2026, buying an estimated $105K and bringing the position to 8,256 shares worth $911K. The position accounts for 0.28% of the portfolio, ranked #90.

Flagstar Advisors first reported a position in SHV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.4M in Q4 2023. 297 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Flagstar Advisors held 8,256 shares of iShares 0-1 Year Treasury Bond ETF worth $911K as of Q2 2026.
  • Flagstar Advisors bought 954 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $105K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.28% of Flagstar Advisors's portfolio in Q2 2026, its #90 holding.
  • Flagstar Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Flagstar Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.4M in Q4 2023.
  • 297 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.