Net Worth Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Net Worth Advisory Group’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	$2.61M	Sell	23,626 -3,007	-11%	-$331K	0.66%	28
2026 Q1	$2.94M	Sell	26,633 -5,299	-17%	-$584K	0.61%	30
2025 Q4	$3.52M	Sell	31,932 -769	-2%	-$84.8K	0.71%	27
2025 Q3	$3.61M	Sell	32,701 -5,716	-15%	-$630K	1.05%	13
2025 Q2	$4.24M	Sell	38,417 -5,957	-13%	-$657K	0.94%	17
2025 Q1	$4.9M	Sell	44,374 -10,790	-20%	-$1.19M	1.54%	13
2024 Q4	$6.07M	Buy	55,164 +15,353	+39%	+$1.69M	1.84%	11
2024 Q3	$4.4M	Buy	+39,811	New	+$4.39M	1.31%	14

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

Net Worth Advisory Group's SHV Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 11% in Q2 2026, selling an estimated $331K and leaving 23,626 shares worth $2.61M. The position accounts for 0.66% of the portfolio, ranked #28.

Net Worth Advisory Group first reported a position in SHV in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.07M in Q4 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Net Worth Advisory Group held 23,626 shares of iShares 0-1 Year Treasury Bond ETF worth $2.61M as of Q2 2026.
Net Worth Advisory Group sold 3,007 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $331K.
iShares 0-1 Year Treasury Bond ETF made up 0.66% of Net Worth Advisory Group's portfolio in Q2 2026, its #28 holding.
Net Worth Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $6.07M in Q4 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.