Frontier Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Frontier Asset Management’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	$1.19M	Buy	10,774 +250	+2%	+$27.6K	0.21%	51
2026 Q1	$1.16M	Sell	10,524 -2	-0%	-$221	0.24%	47
2025 Q4	$1.16M	Sell	10,526 -1,368	-12%	-$151K	0.27%	49
2025 Q3	$1.31M	Sell	11,894 -824	-6%	-$90.9K	0.33%	45
2025 Q2	$1.4M	Sell	12,718 -216	-2%	-$23.8K	0.38%	41
2025 Q1	$1.43M	Sell	12,934 -19,745	-60%	-$2.18M	0.41%	41
2024 Q4	$3.6M	Sell	32,679 -2,319	-7%	-$256K	1.19%	24
2024 Q3	$3.87M	Buy	34,998 +710	+2%	+$78.4K	1.28%	22
2024 Q2	$3.79M	Buy	34,288 +641	+2%	+$70.7K	1.37%	22
2024 Q1	$3.72M	Buy	33,647 +2,092	+7%	+$231K	1.37%	20
2023 Q4	$3.48M	Buy	31,555 +16,982	+117%	+$1.87M	1.31%	23
2023 Q3	$1.61M	Buy	14,573 +11,704	+408%	+$1.29M	0.73%	30
2023 Q2	$317K	Buy	+2,869	New	+$316K	0.14%	46

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

Frontier Asset Management's SHV Position: Q2 2026 in Review

Frontier Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.4% in Q2 2026, buying an estimated $27.6K and bringing the position to 10,774 shares worth $1.19M. The position accounts for 0.21% of the portfolio, ranked #51.

Frontier Asset Management first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.87M in Q3 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Frontier Asset Management held 10,774 shares of iShares 0-1 Year Treasury Bond ETF worth $1.19M as of Q2 2026.
Frontier Asset Management bought 250 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.6K.
iShares 0-1 Year Treasury Bond ETF made up 0.21% of Frontier Asset Management's portfolio in Q2 2026, its #51 holding.
Frontier Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Frontier Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.87M in Q3 2024.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Frontier Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.