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Global Assets Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Global Assets Advisory’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 		– Sell
-5,400
Closed -$142K – 531
2026
Q1 		$142K Buy
+5,400
New +$595K 0.04% 256
2025
Q2 		– Sell
-2,910
Closed -$321K – 285
2025
Q1 		$321K Buy
+2,910
New +$321K 0.06% 207
2024
Q2 		– Sell
-775
Closed -$85.3K – 426
2024
Q1 		$85.3K Buy
+775
New +$85.5K 0.05% 213

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

Global Assets Advisory's SHV Position: Q2 2026 in Review

Global Assets Advisory sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 5,400 shares — an estimated $142K sold.

Global Assets Advisory first reported a position in SHV in Q1 2024 and held it in 3 quarters. The position peaked at $321K in Q1 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Global Assets Advisory reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 5,400 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $142K.
  • Global Assets Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • Global Assets Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $321K in Q1 2025.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.