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

GFS 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 		$196K Sell
108,176
-965
-0.9% -$106K 0.02% 191
2026
Q1 		$12M Sell
109,141
-18,198
-14% -$2.01M 1.54% 20
2025
Q4 		$14M Sell
127,339
-15,529
-11% -$1.71M 1.67% 17
2025
Q3 		$15.8M Sell
142,868
-6,180
-4% -$682K 2.01% 14
2025
Q2 		$16.5M Buy
149,048
+1,464
+1% +$161K 2.25% 12
2025
Q1 		$16.3M Buy
147,584
+2,998
+2% +$331K 3.27% 7
2024
Q4 		$15.9M Buy
144,586
+55,685
+63% +$6.14M 2.42% 10
2024
Q3 		$9.84M Buy
88,901
+85,301
+2,369% +$9.41M 2.09% 18
2024
Q2 		$10.6M Sell
3,600
-80,694
-96% -$8.9M 1.71% 21
2024
Q1 		$9.32M Sell
84,294
-31,732
-27% -$3.5M 1.54% 23
2023
Q4 		$12.8M Buy
116,026
+7,858
+7% +$866K 1.87% 12
2023
Q3 		$11.9M Buy
108,168
+80,611
+293% +$8.89M 1.86% 12
2023
Q2 		$3.04M Buy
27,557
+170
+0.6% +$18.7K 0.68% 43
2023
Q1 		$3.03M Buy
27,387
+550
+2% +$60.6K 0.7% 43
2022
Q4 		$2.95M Sell
26,837
-250
-0.9% -$27.5K 0.66% 45
2022
Q3 		$2.98M Sell
27,087
-1,995
-7% -$219K 0.72% 49
2022
Q2 		$3.2M Sell
29,082
-851
-3% -$93.8K 0.72% 48
2022
Q1 		$3.3M Sell
29,933
-79,948
-73% -$8.82M 0.69% 43
2021
Q4 		$12.1M Buy
109,881
+107,631
+4,784% +$11.9M 2% 13
2021
Q3 		$249K Buy
+2,250
New +$249K 0.05% 152

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GFS Advisors's SHV Position: Q2 2026 in Review

GFS Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.88% in Q2 2026, selling an estimated $106K and leaving 108,176 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #191.

GFS Advisors first reported a position in SHV in Q3 2021 and has held it in 20 quarters since. The position peaked at $16.5M in Q2 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • GFS Advisors held 108,176 shares of iShares 0-1 Year Treasury Bond ETF worth $196K as of Q2 2026.
  • GFS Advisors sold 965 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $106K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of GFS Advisors's portfolio in Q2 2026, its #191 holding.
  • GFS Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • GFS Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $16.5M in Q2 2025.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.