Great Valley Advisor Group
SHV icon

Great Valley Advisor Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Great Valley Advisor 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
Q3 		$3.18M Buy
28,824
+3,357
+13% +$370K 0.05% 339
2026
Q2 		$2.81M Sell
25,467
-175
-0.7% -$19.3K 0.04% 327
2026
Q1 		$2.83M Buy
25,642
+781
+3% +$86.1K 0.05% 309
2025
Q4 		$2.74M Buy
24,861
+5,005
+25% +$552K 0.05% 285
2025
Q3 		$2.19M Sell
19,856
-3,873
-16% -$427K 0.04% 316
2025
Q2 		$2.62M Buy
23,729
+2,492
+12% +$275K 0.06% 272
2025
Q1 		$2.35M Sell
21,237
-4,709
-18% -$519K 0.05% 281
2024
Q4 		$2.86M Buy
25,946
+3,738
+17% +$412K 0.06% 261
2024
Q3 		$2.46M Sell
22,208
-12,221
-35% -$1.35M 0.06% 282
2024
Q2 		$3.8M Buy
34,429
+1,888
+6% +$208K 0.11% 203
2024
Q1 		$3.6M Sell
32,541
-192
-0.6% -$21.2K 0.11% 196
2023
Q4 		$3.6M Buy
32,733
+4,591
+16% +$506K 0.13% 178
2023
Q3 		$3.11M Sell
28,142
-188,023
-87% -$20.7M 0.13% 175
2023
Q2 		$23.9M Buy
216,165
+40,145
+23% +$4.43M 1% 16
2023
Q1 		$19.4M Buy
+176,020
New +$19.4M 0.91% 19

Other funds holding SHV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
AdvisorShares Investments
AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Great Valley Advisor Group's SHV Position: Q3 2026 in Review

Great Valley Advisor Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q3 2026, buying an estimated $370K and bringing the position to 28,824 shares worth $3.18M. The position accounts for 0.05% of the portfolio, ranked #339.

Great Valley Advisor Group first reported a position in SHV in Q1 2023 and has held it in 15 quarters since. The position peaked at $23.9M in Q2 2023. 522 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Great Valley Advisor Group held 28,824 shares of iShares 0-1 Year Treasury Bond ETF worth $3.18M as of Q3 2026.
  • Great Valley Advisor Group bought 3,357 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $370K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q3 2026, its #339 holding.
  • Great Valley Advisor Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Great Valley Advisor Group's iShares 0-1 Year Treasury Bond ETF position peaked at $23.9M in Q2 2023.
  • 522 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.