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

JFS Wealth 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	$68.3K	Sell	619 -36	-5%	-$3.97K	﹤0.01%	486
2026 Q1	$72.3K	Sell	655 -5,352	-89%	-$590K	﹤0.01%	452
2025 Q4	$662K	Hold	6,007	–	–	0.04%	202
2025 Q3	$664K	Buy	6,007 +1,722	+40%	+$190K	0.04%	196
2025 Q2	$473K	Sell	4,285 -682	-14%	-$75.2K	0.03%	209
2025 Q1	$549K	Hold	4,967	–	–	0.04%	189
2024 Q4	$547K	Buy	4,967 +4,085	+463%	+$450K	0.04%	187
2024 Q3	$97.6K	Hold	882	–	–	0.01%	367
2024 Q2	$97.5K	Hold	882	–	–	0.01%	312
2024 Q1	$97.5K	Hold	882	–	–	0.01%	319
2023 Q4	$97.1K	Hold	882	–	–	0.01%	307
2023 Q3	$97.4K	Hold	882	–	–	0.01%	283
2023 Q2	$97.4K	Hold	882	–	–	0.01%	279
2023 Q1	$97.5K	Hold	882	–	–	0.01%	279
2022 Q4	$96.9K	Hold	882	–	–	0.01%	283
2022 Q3	$97K	Hold	882	–	–	0.01%	289
2022 Q2	$97K	Hold	882	–	–	0.01%	285
2022 Q1	$97K	Hold	882	–	–	0.01%	309
2021 Q4	$97K	Hold	882	–	–	0.01%	312
2021 Q3	$97K	Buy	+882	New	+$97.4K	0.01%	316
2020 Q3	–	Sell	-2	Closed	–	–	596
2020 Q2	$0	Buy	+2	New	+$222	﹤0.01%	572

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

JFS Wealth Advisors's SHV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.5% in Q2 2026, selling an estimated $3.97K and leaving 619 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

JFS Wealth Advisors first reported a position in SHV in Q2 2020 and has held it in 21 quarters since. The position peaked at $664K in Q3 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

JFS Wealth Advisors held 619 shares of iShares 0-1 Year Treasury Bond ETF worth $68.3K as of Q2 2026.
JFS Wealth Advisors sold 36 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.97K.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #486 holding.
JFS Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 21 quarters since.
JFS Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $664K in Q3 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.