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

Networth 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 		$64.1K Sell
581
-531
-48% -$58.5K 0.04% 95
2026
Q1 		$123K Buy
1,112
+960
+632% +$106K 0.09% 68
2025
Q4 		$16.7K Buy
+152
New +$16.8K 0.01% 128

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
WLIM
White Lighthouse Investment Management Bedford, Massachusetts $802M AUM 19.15% 1-Year Est. Return
CG
Cynosure Group Salt Lake City, Utah $666M AUM 18.54% 1-Year Est. Return

Networth Advisors's SHV Position: Q2 2026 in Review

Networth Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 48% in Q2 2026, selling an estimated $58.5K and leaving 581 shares worth $64.1K. The position accounts for 0.04% of the portfolio, ranked #95.

Networth Advisors first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $123K in Q1 2026. 426 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Networth Advisors held 581 shares of iShares 0-1 Year Treasury Bond ETF worth $64.1K as of Q2 2026.
  • Networth Advisors sold 531 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $58.5K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.04% of Networth Advisors's portfolio in Q2 2026, its #95 holding.
  • Networth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $123K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.