PWA
SHV icon

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

Physician Wealth 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 		$17.8K Buy
161
+1
+0.6% +$110 ﹤0.01% 700
2026
Q1 		$17.7K Buy
160
+112
+233% +$12.3K ﹤0.01% 656
2025
Q4 		$5.29K Hold
48
– – ﹤0.01% 960
2025
Q3 		$5.3K Hold
48
– – ﹤0.01% 910
2025
Q2 		$5.3K Hold
48
– – ﹤0.01% 782
2025
Q1 		$5.3K Sell
48
-306
-86% -$33.8K ﹤0.01% 724
2024
Q4 		$39K Buy
+354
New +$39K 0.01% 383

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Physician Wealth Advisors's SHV Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.63% in Q2 2026, buying an estimated $110 and bringing the position to 161 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Physician Wealth Advisors first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $39K in Q4 2024. 182 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Physician Wealth Advisors held 161 shares of iShares 0-1 Year Treasury Bond ETF worth $17.8K as of Q2 2026.
  • Physician Wealth Advisors bought 1 iShares 0-1 Year Treasury Bond ETF share in Q2 2026, an estimated $110.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #700 holding.
  • Physician Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $39K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.