PAS
SHV icon

Park Avenue Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Park Avenue Securities’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 		$6.38M Sell
57,798
-32,894
-36% -$3.63M 0.04% 329
2026
Q1 		$10M Buy
90,692
+64,327
+244% +$7.09M 0.08% 197
2025
Q4 		$2.9M Buy
26,365
+11,613
+79% +$1.28M 0.02% 429
2025
Q3 		$1.63M Buy
14,752
+1,035
+8% +$114K 0.01% 669
2025
Q2 		$1.51M Buy
13,717
+2,187
+19% +$241K 0.01% 614
2025
Q1 		$1.27M Buy
11,530
+3,093
+37% +$341K 0.02% 530
2024
Q4 		$929K Sell
8,437
-21,973
-72% -$2.42M 0.01% 801
2024
Q3 		$3.36M Buy
30,410
+22,743
+297% +$2.51M 0.04% 292
2024
Q2 		$847K Buy
7,667
+513
+7% +$56.6K 0.01% 741
2024
Q1 		$791K Sell
7,154
-29,546
-81% -$3.26M 0.01% 771
2023
Q4 		$4.04M Sell
36,700
-1,218
-3% -$134K 0.06% 213
2023
Q3 		$4.19M Sell
37,918
-114,909
-75% -$12.7M 0.06% 179
2023
Q2 		$16.9M Buy
152,827
+26,302
+21% +$2.9M 0.27% 48
2023
Q1 		$14M Buy
126,525
+4,907
+4% +$541K 0.24% 56
2022
Q4 		$13.4M Sell
121,618
-10,897
-8% -$1.2M 0.24% 61
2022
Q3 		$14.6M Buy
132,515
+21,612
+19% +$2.38M 0.29% 44
2022
Q2 		$12.2M Buy
110,903
+86,529
+355% +$9.53M 0.24% 53
2022
Q1 		$2.69M Buy
24,374
+18,717
+331% +$2.06M 0.05% 219
2021
Q4 		$625K Buy
5,657
+131
+2% +$14.5K 0.01% 622
2021
Q3 		$610K Sell
5,526
-147
-3% -$16.2K 0.01% 565
2021
Q2 		$627K Sell
5,673
-13,491
-70% -$1.49M 0.01% 546
2021
Q1 		$2.12M Sell
19,164
-367
-2% -$40.6K 0.05% 191
2020
Q4 		$2.16M Sell
19,531
-24
-0.1% -$2.65K 0.06% 146
2020
Q3 		$2.17M Buy
19,555
+4,070
+26% +$451K 0.07% 128
2020
Q2 		$1.72M Buy
+15,485
New +$1.72M 0.06% 133
2020
Q1 		– Sell
-6,172
Closed -$682K – 550
2019
Q4 		$682K Sell
6,172
-5,629
-48% -$622K 0.03% 240
2019
Q3 		$1.3M Buy
+11,801
New +$1.3M 0.06% 125

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

Park Avenue Securities's SHV Position: Q2 2026 in Review

Park Avenue Securities reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 36% in Q2 2026, selling an estimated $3.63M and leaving 57,798 shares worth $6.38M. The position accounts for 0.04% of the portfolio, ranked #329.

Park Avenue Securities first reported a position in SHV in Q3 2019 and has held it in 27 quarters since. The position peaked at $16.9M in Q2 2023. 263 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Park Avenue Securities held 57,798 shares of iShares 0-1 Year Treasury Bond ETF worth $6.38M as of Q2 2026.
  • Park Avenue Securities sold 32,894 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.63M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.04% of Park Avenue Securities's portfolio in Q2 2026, its #329 holding.
  • Park Avenue Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Park Avenue Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $16.9M in Q2 2023.
  • 263 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.