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

PFG 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
Q1 		– Sell
-2,174
Closed -$239K – 817
2025
Q4 		$239K Sell
2,174
-626
-22% -$69K 0.01% 711
2025
Q3 		$309K Buy
+2,800
New +$309K 0.01% 669
2025
Q2 		– Sell
-2,867
Closed -$317K – 744
2025
Q1 		$317K Buy
2,867
+28
+1% +$3.09K 0.02% 580
2024
Q4 		$313K Sell
2,839
-436
-13% -$48.1K 0.02% 575
2024
Q3 		$362K Sell
3,275
-472
-13% -$52.1K 0.02% 540
2024
Q2 		$414K Buy
3,747
+1,158
+45% +$128K 0.03% 468
2024
Q1 		$286K Sell
2,589
-583
-18% -$64.3K 0.02% 533
2023
Q4 		$349K Sell
3,172
-99
-3% -$10.9K 0.03% 441
2023
Q3 		$361K Sell
3,271
-48,438
-94% -$5.34M 0.03% 414
2023
Q2 		$5.71M Buy
51,709
+7,772
+18% +$857K 0.43% 52
2023
Q1 		$4.86M Buy
43,937
+41,464
+1,677% +$4.57M 0.41% 54
2022
Q4 		$272K Buy
+2,473
New +$272K 0.03% 474

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PFG Advisors's SHV Position: Q1 2026 in Review

PFG Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 2,174 shares — an estimated $239K sold.

PFG Advisors first reported a position in SHV in Q4 2022 and held it in 12 quarters. The position peaked at $5.71M in Q2 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • PFG Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • PFG Advisors sold 2,174 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $239K.
  • PFG Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 12 quarters.
  • PFG Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $5.71M in Q2 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on PFG Advisors's 13F filing for Q1 2026, filed 5 May 2026.