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

Fortis Group 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	$277K	Sell	2,512 -1,393	-36%	-$154K	0.04%	226
2026 Q1	$431K	Sell	3,905 -4,335	-53%	-$478K	0.07%	195
2025 Q4	$910K	Buy	8,240 +3,879	+89%	+$428K	0.15%	152
2025 Q3	$482K	Sell	4,361 -3,079	-41%	-$340K	0.08%	163
2025 Q2	$822K	Sell	7,440 -1,516	-17%	-$167K	0.15%	126
2025 Q1	$989K	Sell	8,956 -4,142	-32%	-$457K	0.19%	108
2024 Q4	$1.44M	Sell	13,098 -5,650	-30%	-$623K	0.27%	84
2024 Q3	$2.07M	Sell	18,748 -6,689	-26%	-$738K	0.38%	58
2024 Q2	$2.81M	Sell	25,437 -3,476	-12%	-$383K	0.56%	49
2024 Q1	$3.2M	Sell	28,913 -61,544	-68%	-$6.79M	0.59%	47
2023 Q4	$10M	Hold	90,457	–	–	2.47%	7
2023 Q3	$10M	Sell	90,457 -6,648	-7%	-$733K	3.06%	5
2023 Q2	$10.7M	Buy	97,105 +1,462	+2%	+$161K	2.85%	4
2023 Q1	$10.6M	Buy	+95,643	New	+$10.5M	3.19%	4
2020 Q3	$10.1M	Buy	+91,473	New	+$10.1M	1.96%	13

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fortis Group Advisors's SHV Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 36% in Q2 2026, selling an estimated $154K and leaving 2,512 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #226.

Fortis Group Advisors first reported a position in SHV in Q3 2020 and has held it in 15 quarters since. The position peaked at $10.7M in Q2 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Fortis Group Advisors held 2,512 shares of iShares 0-1 Year Treasury Bond ETF worth $277K as of Q2 2026.
Fortis Group Advisors sold 1,393 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $154K.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Fortis Group Advisors's portfolio in Q2 2026, its #226 holding.
Fortis Group Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $10.7M in Q2 2023.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.