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

Latitude 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 Q3	$44.3K	Buy	+402	New	+$44.3K	0.01%	536
2026 Q2	–	Sell	-14,370	Closed	-$1.59M	–	247
2026 Q1	$1.59M	Buy	+14,370	New	+$1.58M	0.73%	28
2025 Q3	–	Sell	-1,902	Closed	-$210K	–	223
2025 Q2	$210K	Buy	1,902 +53	+3%	+$5.84K	0.11%	198
2025 Q1	$204K	Sell	1,849 -15,174	-89%	-$1.67M	0.12%	183
2024 Q4	$1.87M	Buy	+17,023	New	+$1.88M	1.06%	19
2023 Q2	–	Sell	-17,581	Closed	-$1.94M	–	191
2023 Q1	$1.94M	Buy	+17,581	New	+$1.94M	1.4%	13
2022 Q4	–	Sell	-30,313	Closed	-$3.33M	–	165
2022 Q3	$3.33M	Sell	30,313 -40,667	-57%	-$4.47M	2.75%	7
2022 Q2	$7.82M	Buy	+70,980	New	+$7.82M	7.18%	1

Other funds holding SHV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return

Latitude Advisors's SHV Position: Q3 2026 in Review

Latitude Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026: 402 shares worth $44.3K. The stake represents 0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Latitude Advisors previously reported a position in SHV as recently as Q1 2026.

Latitude Advisors first reported a position in SHV in Q2 2022 and has held it in 8 quarters since. The position peaked at $7.82M in Q2 2022. 448 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Latitude Advisors held 402 shares of iShares 0-1 Year Treasury Bond ETF worth $44.3K as of Q3 2026.
iShares 0-1 Year Treasury Bond ETF was a new Latitude Advisors position in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Latitude Advisors's portfolio in Q3 2026, its #536 holding.
Latitude Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 8 quarters since.
Latitude Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $7.82M in Q2 2022.
448 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.