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

HFM Investment 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	$1.78K	Buy	17 +1	+6%	+$110	﹤0.01%	505
2026 Q1	$1.79K	Sell	16 -1	-6%	-$110	﹤0.01%	248
2025 Q4	$1.81K	Buy	17 +1	+6%	+$110	﹤0.01%	304
2025 Q3	$1.82K	Sell	16 -1	-6%	-$110	﹤0.01%	204
2025 Q2	$1.85K	Hold	17	–	–	﹤0.01%	200
2025 Q1	$1.88K	Buy	+17	New	+$1.88K	﹤0.01%	132

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

HFM Investment Advisors's SHV Position: Q2 2026 in Review

HFM Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.3% in Q2 2026, buying an estimated $110 and bringing the position to 17 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

HFM Investment Advisors first reported a position in SHV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.88K in Q1 2025. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

HFM Investment Advisors held 17 shares of iShares 0-1 Year Treasury Bond ETF worth $1.78K as of Q2 2026.
HFM Investment Advisors bought 1 iShares 0-1 Year Treasury Bond ETF share in Q2 2026, an estimated $110.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #505 holding.
HFM Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
HFM Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.88K in Q1 2025.
726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.