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 Q3	$2.03M	Buy	18,377 +5,697	+45%	+$628K	0.24%	39
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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Professional Advisory Services's SHV Position: Q3 2026 in Review

Professional Advisory Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 45% in Q3 2026, buying an estimated $628K and bringing the position to 18,377 shares worth $2.03M. The position accounts for 0.24% of the portfolio, ranked #39.

Professional Advisory Services first reported a position in SHV in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.94M in Q3 2025. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Professional Advisory Services held 18,377 shares of iShares 0-1 Year Treasury Bond ETF worth $2.03M as of Q3 2026.
Professional Advisory Services bought 5,697 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $628K.
iShares 0-1 Year Treasury Bond ETF made up 0.24% of Professional Advisory Services's portfolio in Q3 2026, its #39 holding.
Professional Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
Professional Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $2.94M in Q3 2025.
39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.