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

Perennial 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 		$1.86M Buy
16,876
+363
+2% +$40K 0.29% 71
2026
Q1 		$1.82M Buy
16,513
+2,082
+14% +$230K 0.31% 63
2025
Q4 		$1.59M Buy
14,431
+2,273
+19% +$251K 0.27% 61
2025
Q3 		$1.34M Buy
12,158
+332
+3% +$36.6K 0.23% 61
2025
Q2 		$1.31M Buy
11,826
+1,174
+11% +$129K 0.24% 61
2025
Q1 		$1.18M Buy
+10,652
New +$1.17M 0.23% 63
2024
Q2 		$242K Buy
+2,188
New +$241K 0.05% 99
2024
Q1 		– Sell
-15,692
Closed -$1.73M – 116
2023
Q4 		$1.73M Buy
+15,692
New +$1.73M 0.42% 55
2023
Q3 		– Sell
-81,547
Closed -$9.01M – 112
2023
Q2 		$9.01M Sell
81,547
-47,836
-37% -$5.27M 2.3% 9
2023
Q1 		$14.3M Buy
129,383
+58,227
+82% +$6.41M 4.09% 3
2022
Q4 		$7.82M Sell
71,156
-4,698
-6% -$516K 2.49% 11
2022
Q3 		$8.34M Buy
75,854
+73,559
+3,205% +$8.09M 2.74% 6
2022
Q2 		$253K Sell
2,295
-1,925
-46% -$212K 0.08% 79
2022
Q1 		$465K Sell
4,220
-7,113
-63% -$785K 0.12% 67
2021
Q4 		$1.25M Buy
11,333
+483
+4% +$53.3K 0.34% 55
2021
Q3 		$1.2M Buy
10,850
+875
+9% +$96.7K 0.35% 56
2021
Q2 		$1.1M Sell
9,975
-579
-5% -$64K 0.32% 57
2021
Q1 		$1.17M Buy
10,554
+4,568
+76% +$505K 0.37% 56
2020
Q4 		$662K Buy
5,986
+105
+2% +$11.6K 0.23% 59
2020
Q3 		$651K Sell
5,881
-3,152
-35% -$349K 0.27% 57
2020
Q2 		$1M Sell
9,033
-4,321
-32% -$479K 0.43% 54
2020
Q1 		$1.48M Sell
13,354
-1,638
-11% -$181K 0.83% 43
2019
Q4 		$1.66M Buy
+14,992
New +$1.66M 0.8% 45

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Perennial Advisors's SHV Position: Q2 2026 in Review

Perennial Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.2% in Q2 2026, buying an estimated $40K and bringing the position to 16,876 shares worth $1.86M. The position accounts for 0.29% of the portfolio, ranked #71.

Perennial Advisors first reported a position in SHV in Q4 2019 and has held it in 23 quarters since. The position peaked at $14.3M in Q1 2023. 334 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Perennial Advisors held 16,876 shares of iShares 0-1 Year Treasury Bond ETF worth $1.86M as of Q2 2026.
  • Perennial Advisors bought 363 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $40K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.29% of Perennial Advisors's portfolio in Q2 2026, its #71 holding.
  • Perennial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Perennial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $14.3M in Q1 2023.
  • 334 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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