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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
Q2 		$1.74M Sell
15,811
-2,617
-14% -$288K 1.09% 25
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 $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

HFG Advisors's SHV Position: Q2 2026 in Review

HFG Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 14% in Q2 2026, selling an estimated $288K and leaving 15,811 shares worth $1.74M. The position accounts for 1.09% of the portfolio, ranked #25.

HFG Advisors first reported a position in SHV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.01M in Q2 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • HFG Advisors held 15,811 shares of iShares 0-1 Year Treasury Bond ETF worth $1.74M as of Q2 2026.
  • HFG Advisors sold 2,617 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $288K.
  • iShares 0-1 Year Treasury Bond ETF made up 1.09% of HFG Advisors's portfolio in Q2 2026, its #25 holding.
  • HFG Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • HFG Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $3.01M in Q2 2025.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.