PAS
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Parsonex Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Parsonex Advisory Services’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 		– Sell
-3,416
Closed -$377K – 58
2026
Q1 		$377K Buy
+3,416
New +$377K 0.37% 35

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NRI
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BBVA
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Parsonex Advisory Services's SHV Position: Q2 2026 in Review

Parsonex Advisory Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 3,416 shares — an estimated $377K sold.

Parsonex Advisory Services first reported a position in SHV in Q1 2026 and held it in 1 quarter. The position peaked at $377K in Q1 2026. 718 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Parsonex Advisory Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Parsonex Advisory Services sold 3,416 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $377K.
  • Parsonex Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Parsonex Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $377K in Q1 2026.
  • 718 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.