Kestra Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kestra Advisory Services’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	$8.4M	Sell	76,105 -5,475	-7%	-$603K	0.03%	578
2026 Q1	$9.01M	Buy	81,580 +4,561	+6%	+$503K	0.03%	501
2025 Q4	$8.48M	Buy	77,019 +2,990	+4%	+$330K	0.03%	474
2025 Q3	$8.18M	Sell	74,029 -45,556	-38%	-$5.02M	0.04%	471
2025 Q2	$13.2M	Buy	119,585 +57,177	+92%	+$6.3M	0.06%	303
2025 Q1	$6.89M	Sell	62,408 -2,248	-3%	-$248K	0.03%	460
2024 Q4	$7.12M	Buy	64,656 +24,925	+63%	+$2.75M	0.04%	452
2024 Q3	$4.4M	Sell	39,731 -18,479	-32%	-$2.04M	0.02%	632
2024 Q2	$6.37M	Buy	58,210 +203	+0.3%	+$22.4K	0.04%	506
2024 Q1	$6.41M	Sell	58,007 -3,314	-5%	-$366K	0.04%	441
2023 Q4	$6.75M	Buy	61,321 +18,983	+45%	+$2.09M	0.05%	360
2023 Q3	$4.68M	Sell	42,338 -11,341	-21%	-$1.25M	0.05%	412
2023 Q2	$5.93M	Sell	53,679 -12,522	-19%	-$1.38M	0.06%	329
2023 Q1	$7.32M	Buy	66,201 +7,248	+12%	+$798K	0.08%	265
2022 Q4	$6.48M	Sell	58,953 -79,916	-58%	-$8.78M	0.06%	346
2022 Q3	$15.3M	Buy	138,869 +15,367	+12%	+$1.69M	0.16%	143
2022 Q2	$13.6M	Buy	123,502 +50,826	+70%	+$5.6M	0.14%	157
2022 Q1	$8.01M	Buy	72,676 +65,631	+932%	+$7.24M	0.08%	268
2021 Q4	$778K	Sell	7,045 -3,071	-30%	-$339K	0.01%	1085
2021 Q3	$1.12M	Buy	10,116 +262	+3%	+$28.9K	0.01%	961
2021 Q2	$1.09M	Buy	9,854 +1,333	+16%	+$147K	0.01%	898
2021 Q1	$942K	Sell	8,521 -13,323	-61%	-$1.47M	0.01%	897
2020 Q4	$2.41M	Buy	21,844 +21,738	+20,508%	+$2.4M	0.03%	540
2020 Q3	$809K	Buy	+106	New	+$11.7K	0.02%	694

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

Kestra Advisory Services's SHV Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.7% in Q2 2026, selling an estimated $603K and leaving 76,105 shares worth $8.4M. The position accounts for 0.03% of the portfolio, ranked #578.

Kestra Advisory Services first reported a position in SHV in Q3 2020 and has held it in 24 quarters since. The position peaked at $15.3M in Q3 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Kestra Advisory Services held 76,105 shares of iShares 0-1 Year Treasury Bond ETF worth $8.4M as of Q2 2026.
Kestra Advisory Services sold 5,475 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $603K.
iShares 0-1 Year Treasury Bond ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #578 holding.
Kestra Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $15.3M in Q3 2022.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.