Guidance Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Guidance Capital’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	$7M	Buy	63,478 +1,827	+3%	+$201K	1.5%	13
2026 Q1	$6.79M	Buy	61,651 +591	+1%	+$65.2K	1.52%	14
2025 Q4	$6.74M	Buy	61,060 +11,271	+23%	+$1.24M	1.65%	12
2025 Q3	$5.5M	Sell	49,789 -247,309	-83%	-$27.3M	1.44%	14
2025 Q2	$32.7M	Sell	297,098 -313,268	-51%	-$34.5M	9.33%	2
2025 Q1	$67.2M	Buy	610,366 +299,691	+96%	+$33.1M	20.53%	1
2024 Q4	$34.3M	Buy	310,675 +193,291	+165%	+$21.3M	10.5%	2
2024 Q3	$13M	Sell	117,384 -5,216	-4%	-$576K	4.06%	4
2024 Q2	$13.6M	Buy	122,600 +4,661	+4%	+$514K	4.44%	3
2024 Q1	$13M	Buy	117,939 +6,697	+6%	+$739K	4.79%	3
2023 Q4	$12.2M	Sell	111,242 -459,149	-80%	-$50.6M	4.87%	5
2023 Q3	$62.8M	Buy	570,391 +470,221	+469%	+$51.8M	28.11%	1
2023 Q2	$11M	Buy	+100,170	New	+$11M	4.8%	5

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Guidance Capital's SHV Position: Q2 2026 in Review

Guidance Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3% in Q2 2026, buying an estimated $201K and bringing the position to 63,478 shares worth $7M. The position accounts for 1.5% of the portfolio, ranked #13.

Guidance Capital first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $67.2M in Q1 2025. 151 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Guidance Capital held 63,478 shares of iShares 0-1 Year Treasury Bond ETF worth $7M as of Q2 2026.
Guidance Capital bought 1,827 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $201K.
iShares 0-1 Year Treasury Bond ETF made up 1.5% of Guidance Capital's portfolio in Q2 2026, its #13 holding.
Guidance Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Guidance Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $67.2M in Q1 2025.
151 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.