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

HFG 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
Q1 		$2.03M Buy
18,428
+527
+3% +$58.1K 1.43% 19
2025
Q4 		$1.97M Sell
17,901
-4,203
-19% -$463K 1.43% 20
2025
Q3 		$2.44M Sell
22,104
-5,167
-19% -$570K 1.8% 15
2025
Q2 		$3.01M Buy
27,271
+3,649
+15% +$402K 2.39% 9
2025
Q1 		$2.61M Buy
23,622
+11,451
+94% +$1.26M 2.23% 10
2024
Q4 		$1.34M Buy
12,171
+2,448
+25% +$270K 1.17% 24
2024
Q3 		$1.08M Sell
9,723
-1,615
-14% -$178K 0.95% 28
2024
Q2 		$1.25M Buy
11,338
+1,575
+16% +$174K 1.17% 25
2024
Q1 		$1.08M Sell
9,763
-725
-7% -$80K 0.96% 28
2023
Q4 		$1.16M Buy
10,488
+7,086
+208% +$781K 1.11% 24
2023
Q3 		$376K Buy
+3,402
New +$375K 0.41% 58

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HFG Advisors's SHV Position: Q1 2026 in Review

HFG Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.9% in Q1 2026, buying an estimated $58.1K and bringing the position to 18,428 shares worth $2.03M. The position accounts for 1.43% of the portfolio, ranked #19.

HFG Advisors first reported a position in SHV in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.01M in Q2 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • HFG Advisors held 18,428 shares of iShares 0-1 Year Treasury Bond ETF worth $2.03M as of Q1 2026.
  • HFG Advisors bought 527 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $58.1K.
  • iShares 0-1 Year Treasury Bond ETF made up 1.43% of HFG Advisors's portfolio in Q1 2026, its #19 holding.
  • HFG Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • HFG Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $3.01M in Q2 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.