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

Mutual 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 		$6.87M Sell
62,276
-1,308
-2% -$144K 0.13% 155
2026
Q1 		$7.02M Buy
63,584
+3,667
+6% +$404K 0.15% 135
2025
Q4 		$6.6M Buy
59,917
+1,598
+3% +$176K 0.14% 147
2025
Q3 		$6.44M Sell
58,319
-1,199
-2% -$132K 0.14% 149
2025
Q2 		$6.57M Buy
59,518
+2,018
+4% +$223K 0.16% 135
2025
Q1 		$6.35M Buy
57,500
+3,464
+6% +$382K 0.18% 110
2024
Q4 		$5.96M Buy
54,036
+3,069
+6% +$338K 0.17% 112
2024
Q3 		$5.63M Buy
50,967
+2,271
+5% +$251K 0.16% 115
2024
Q2 		$5.38M Sell
48,696
-24,442
-33% -$2.7M 0.16% 131
2024
Q1 		$8.08M Sell
73,138
-7,459
-9% -$823K 0.26% 77
2023
Q4 		$8.88M Sell
80,597
-468,054
-85% -$51.6M 0.31% 58
2023
Q3 		$60.6M Sell
548,651
-229,631
-30% -$25.3M 2.36% 7
2023
Q2 		$86M Buy
778,282
+35,161
+5% +$3.88M 3.26% 4
2023
Q1 		$82.1M Buy
743,121
+335,262
+82% +$36.9M 3.37% 3
2022
Q4 		$44.8M Buy
407,859
+38,122
+10% +$4.19M 2.01% 7
2022
Q3 		$40.7M Buy
369,737
+328,604
+799% +$36.2M 2.09% 6
2022
Q2 		$4.53M Buy
41,133
+33,676
+452% +$3.71M 0.3% 75
2022
Q1 		$822K Buy
7,457
+503
+7% +$55.5K 0.05% 434
2021
Q4 		$768K Sell
6,954
-2,880
-29% -$318K 0.04% 462
2021
Q3 		$1.09M Sell
9,834
-642
-6% -$70.9K 0.06% 336
2021
Q2 		$1.16M Sell
10,476
-5,652
-35% -$625K 0.07% 328
2021
Q1 		$1.78M Sell
16,128
-1,036
-6% -$114K 0.12% 214
2020
Q4 		$1.9M Sell
17,164
-52,824
-75% -$5.84M 0.14% 177
2020
Q3 		$7.75M Buy
69,988
+38,704
+124% +$4.29M 0.67% 19
2020
Q2 		$3.46M Sell
31,284
-37,382
-54% -$4.14M 0.34% 63
2020
Q1 		$7.62M Buy
68,666
+41,784
+155% +$4.62M 1.03% 17
2019
Q4 		$2.97M Sell
26,882
-337
-1% -$37.3K 0.32% 71
2019
Q3 		$3.01M Buy
27,219
+347
+1% +$38.4K 0.4% 54
2019
Q2 		$2.97M Sell
26,872
-19,353
-42% -$2.14M 0.39% 52
2019
Q1 		$5.11M Buy
+46,225
New +$5.11M 0.76% 23

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

Mutual Advisors's SHV Position: Q2 2026 in Review

Mutual Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.1% in Q2 2026, selling an estimated $144K and leaving 62,276 shares worth $6.87M. The position accounts for 0.13% of the portfolio, ranked #155.

Mutual Advisors first reported a position in SHV in Q1 2019 and has held it in 30 quarters since. The position peaked at $86M in Q2 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Mutual Advisors held 62,276 shares of iShares 0-1 Year Treasury Bond ETF worth $6.87M as of Q2 2026.
  • Mutual Advisors sold 1,308 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $144K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.13% of Mutual Advisors's portfolio in Q2 2026, its #155 holding.
  • Mutual Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Mutual Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $86M in Q2 2023.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.