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

Mayflower Financial 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 		$668K Buy
6,050
+154
+3% +$17K 0.06% 242
2026
Q1 		$651K Buy
5,896
+115
+2% +$12.7K 0.08% 217
2025
Q4 		$637K Hold
5,781
– – 0.08% 213
2025
Q3 		$639K Hold
5,781
– – 0.08% 212
2025
Q2 		$638K Buy
5,781
+40
+0.7% +$4.41K 0.09% 201
2025
Q1 		$634K Sell
5,741
-285
-5% -$31.4K 0.1% 198
2024
Q4 		$664K Sell
6,026
-24
-0.4% -$2.65K 0.1% 187
2024
Q3 		$669K Sell
6,050
-21
-0.3% -$2.32K 0.1% 184
2024
Q2 		$671K Sell
6,071
-515
-8% -$56.8K 0.11% 177
2024
Q1 		$728K Sell
6,586
-6,387
-49% -$705K 0.12% 170
2023
Q4 		$1.43M Buy
+12,973
New +$1.43M 0.2% 103

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Mayflower Financial Advisors's SHV Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.6% in Q2 2026, buying an estimated $17K and bringing the position to 6,050 shares worth $668K. The position accounts for 0.06% of the portfolio, ranked #242.

Mayflower Financial Advisors first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2023. 269 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Mayflower Financial Advisors held 6,050 shares of iShares 0-1 Year Treasury Bond ETF worth $668K as of Q2 2026.
  • Mayflower Financial Advisors bought 154 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $17K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of Mayflower Financial Advisors's portfolio in Q2 2026, its #242 holding.
  • Mayflower Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Mayflower Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.43M in Q4 2023.
  • 269 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.