Networth Advisors
SHV icon

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
Q3 		$110K Buy
1,000
+419
+72% +$46.2K 0.06% 77
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
AdvisorShares Investments
AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Networth Advisors's SHV Position: Q3 2026 in Review

Networth Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 72% in Q3 2026, buying an estimated $46.2K and bringing the position to 1,000 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #77.

Networth Advisors first reported a position in SHV in Q4 2025 and has held it in 4 quarters since. The position peaked at $123K in Q1 2026. 518 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Networth Advisors held 1,000 shares of iShares 0-1 Year Treasury Bond ETF worth $110K as of Q3 2026.
  • Networth Advisors bought 419 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $46.2K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of Networth Advisors's portfolio in Q3 2026, its #77 holding.
  • Networth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $123K in Q1 2026.
  • 518 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.