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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Latitude Advisors's SHV Position: Q2 2026 in Review

Latitude Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 14,370 shares — an estimated $1.59M sold.

Latitude Advisors first reported a position in SHV in Q2 2022 and held it in 7 quarters. The position peaked at $7.82M in Q2 2022. 334 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Latitude Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Latitude Advisors sold 14,370 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.59M.
Latitude Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 7 quarters.
Latitude Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $7.82M in Q2 2022.
334 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.