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

Kestra Private Wealth 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 		– Sell
-2,467
Closed -$272K – 1900
2026
Q1 		$272K Sell
2,467
-45,909
-95% -$5.06M ﹤0.01% 1496
2025
Q4 		$5.33M Sell
48,376
-307
-0.6% -$33.9K 0.07% 300
2025
Q3 		$5.38M Sell
48,683
-14,948
-23% -$1.65M 0.07% 286
2025
Q2 		$7.03M Buy
63,631
+59,803
+1,562% +$6.59M 0.1% 228
2025
Q1 		$423K Sell
3,828
-419
-10% -$46.2K 0.01% 1045
2024
Q4 		$468K Buy
4,247
+329
+8% +$36.3K 0.01% 946
2024
Q3 		$433K Buy
3,918
+117
+3% +$12.9K 0.01% 932
2024
Q2 		$420K Sell
3,801
-50
-1% -$5.51K 0.01% 901
2024
Q1 		$426K Sell
3,851
-162
-4% -$17.9K 0.01% 868
2023
Q4 		$442K Sell
4,013
-526
-12% -$58K 0.01% 781
2023
Q3 		$501K Buy
4,539
+1,611
+55% +$178K 0.02% 659
2023
Q2 		$323K Sell
2,928
-260
-8% -$28.7K 0.01% 796
2023
Q1 		$352K Buy
3,188
+1,339
+72% +$147K 0.01% 723
2022
Q4 		$203K Sell
1,849
-740
-29% -$81.3K 0.01% 800
2022
Q3 		$285K Buy
2,589
+49
+2% +$5.39K 0.02% 673
2022
Q2 		$280K Sell
2,540
-32
-1% -$3.52K 0.02% 676
2022
Q1 		$284K Sell
2,572
-641
-20% -$70.7K 0.01% 769
2021
Q4 		$355K Hold
3,213
– – 0.02% 707
2021
Q3 		$355K Hold
3,213
– – 0.02% 642
2021
Q2 		$355K Sell
3,213
-3,138
-49% -$347K 0.02% 613
2021
Q1 		$702K Sell
6,351
-2,086
-25% -$231K 0.05% 382
2020
Q4 		$932K Sell
8,437
-1,173
-12% -$130K 0.07% 287
2020
Q3 		$1.06M Buy
+9,610
New +$1.06M 0.09% 227

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

Kestra Private Wealth Services's SHV Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 2,467 shares — an estimated $272K sold.

Kestra Private Wealth Services first reported a position in SHV in Q3 2020 and held it in 23 quarters. The position peaked at $7.03M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,467 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $272K.
  • Kestra Private Wealth Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and held it in 23 quarters.
  • Kestra Private Wealth Services's iShares 0-1 Year Treasury Bond ETF position peaked at $7.03M in Q2 2025.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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