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

Professional 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 		$1.4M Sell
12,680
-11,087
-47% -$1.22M 0.17% 40
2026
Q1 		$2.62M Buy
23,767
+8,187
+53% +$903K 0.36% 37
2025
Q4 		$1.72M Sell
15,580
-11,000
-41% -$1.21M 0.22% 39
2025
Q3 		$2.94M Buy
+26,580
New +$2.93M 0.38% 39

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
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
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Professional Advisory Services's SHV Position: Q2 2026 in Review

Professional Advisory Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 47% in Q2 2026, selling an estimated $1.22M and leaving 12,680 shares worth $1.4M. The position accounts for 0.17% of the portfolio, ranked #40.

Professional Advisory Services first reported a position in SHV in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.94M in Q3 2025. 158 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Professional Advisory Services held 12,680 shares of iShares 0-1 Year Treasury Bond ETF worth $1.4M as of Q2 2026.
  • Professional Advisory Services sold 11,087 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.22M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.17% of Professional Advisory Services's portfolio in Q2 2026, its #40 holding.
  • Professional Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Professional Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $2.94M in Q3 2025.
  • 158 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.