Fortitude Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fortitude Advisory Group’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	$391K	Sell	3,546 -53	-1%	-$5.84K	0.15%	129
2026 Q1	$397K	Buy	3,599 +226	+7%	+$24.9K	0.18%	118
2025 Q4	$372K	Hold	3,373	–	–	0.16%	109
2025 Q3	$373K	Hold	3,373	–	–	0.2%	105
2025 Q2	$372K	Sell	3,373 -1,324	-28%	-$146K	0.21%	102
2025 Q1	$518K	Buy	4,697 +432	+10%	+$47.6K	0.37%	55
2024 Q4	$470K	Sell	4,265 -39	-0.9%	-$4.3K	0.28%	72
2024 Q3	$476K	Sell	4,304 -808	-16%	-$89.2K	0.3%	74
2024 Q2	$565K	Hold	5,112	–	–	0.34%	59
2024 Q1	$565K	Sell	5,112 -345	-6%	-$38.1K	0.32%	68
2023 Q4	$601K	Sell	5,457 -7,122	-57%	-$785K	0.36%	53
2023 Q3	$1.39M	Sell	12,579 -363	-3%	-$40K	0.94%	17
2023 Q2	$1.43M	Buy	12,942 +2,276	+21%	+$251K	1.05%	13
2023 Q1	$1.18M	Buy	10,666 +1,196	+13%	+$132K	0.91%	15
2022 Q4	$1.04M	Sell	9,470 -1,510	-14%	-$166K	0.89%	18
2022 Q3	$1.21M	Buy	10,980 +3	+0%	+$330	1.15%	13
2022 Q2	$1.21M	Buy	10,977 +9,933	+951%	+$1.09M	1.11%	12
2022 Q1	$115K	Sell	1,044 -30,982	-97%	-$3.42M	0.06%	319
2021 Q4	$3.54M	Buy	+32,026	New	+$3.54M	1.78%	6

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

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

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

Fortitude Advisory Group's SHV Position: Q2 2026 in Review

Fortitude Advisory Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.5% in Q2 2026, selling an estimated $5.84K and leaving 3,546 shares worth $391K. The position accounts for 0.15% of the portfolio, ranked #129.

Fortitude Advisory Group first reported a position in SHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.54M in Q4 2021. 278 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Fortitude Advisory Group held 3,546 shares of iShares 0-1 Year Treasury Bond ETF worth $391K as of Q2 2026.
Fortitude Advisory Group sold 53 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.84K.
iShares 0-1 Year Treasury Bond ETF made up 0.15% of Fortitude Advisory Group's portfolio in Q2 2026, its #129 holding.
Fortitude Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
Fortitude Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $3.54M in Q4 2021.
278 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.