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 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

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

Great Valley Advisor Group's SHV Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.68% in Q2 2026, selling an estimated $19.3K and leaving 25,467 shares worth $2.81M. The position accounts for 0.04% of the portfolio, ranked #327.

Great Valley Advisor Group first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. The position peaked at $23.9M in Q2 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Great Valley Advisor Group held 25,467 shares of iShares 0-1 Year Treasury Bond ETF worth $2.81M as of Q2 2026.
Great Valley Advisor Group sold 175 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $19.3K.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #327 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 14 quarters since.
Great Valley Advisor Group's iShares 0-1 Year Treasury Bond ETF position peaked at $23.9M in Q2 2023.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.