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

Procyon 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 		$5.01M Sell
45,386
-6,234
-12% -$687K 0.22% 106
2026
Q1 		$5.7M Sell
51,620
-2,344
-4% -$258K 0.28% 85
2025
Q4 		$5.94M Sell
53,964
-2,081
-4% -$229K 0.29% 78
2025
Q3 		$6.19M Buy
+56,045
New +$6.18M 0.37% 63
2020
Q2 		– Sell
-85
Closed -$9K – 1175
2020
Q1 		$9K Buy
+85
New +$9.41K 0.01% 612

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
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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Procyon Advisors's SHV Position: Q2 2026 in Review

Procyon Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q2 2026, selling an estimated $687K and leaving 45,386 shares worth $5.01M. The position accounts for 0.22% of the portfolio, ranked #106.

Procyon Advisors first reported a position in SHV in Q1 2020 and has held it in 5 quarters since. The position peaked at $6.19M in Q3 2025. 301 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Procyon Advisors held 45,386 shares of iShares 0-1 Year Treasury Bond ETF worth $5.01M as of Q2 2026.
  • Procyon Advisors sold 6,234 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $687K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.22% of Procyon Advisors's portfolio in Q2 2026, its #106 holding.
  • Procyon Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 5 quarters since.
  • Procyon Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $6.19M in Q3 2025.
  • 301 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.