Laurel Wealth Advisors (North Carolina)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-2,075	Closed	-$229K	–	202
2026 Q1	$229K	Buy	2,075 +1,300	+168%	+$143K	0.02%	184
2025 Q4	$85.4K	Buy	+775	New	+$85.5K	0.01%	272
2025 Q2	–	Sell	-775	Closed	-$85.6K	–	582
2025 Q1	$85.6K	Buy	+775	New	+$85.5K	0.01%	253

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

Laurel Wealth Advisors (North Carolina)'s SHV Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 2,075 shares — an estimated $229K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SHV in Q1 2025 and held it in 3 quarters. The position peaked at $229K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 2,075 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $229K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares 0-1 Year Treasury Bond ETF position peaked at $229K in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.