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

Regal Investment 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 		$4.69M Buy
42,511
+27,104
+176% +$2.99M 0.27% 100
2025
Q4 		$1.7M Buy
15,407
+6,716
+77% +$741K 0.1% 212
2025
Q3 		$960K Sell
8,691
-217
-2% -$23.9K 0.06% 268
2025
Q2 		$984K Sell
8,908
-146
-2% -$16.1K 0.07% 237
2025
Q1 		$1M Sell
9,054
-1,630
-15% -$180K 0.08% 222
2024
Q4 		$1.18M Sell
10,684
-425
-4% -$46.9K 0.09% 209
2024
Q3 		$1.23M Buy
11,109
+5,334
+92% +$589K 0.09% 223
2024
Q2 		$638K Sell
5,775
-5,960
-51% -$657K 0.04% 314
2024
Q1 		$1.3M Buy
11,735
+3,740
+47% +$413K 0.09% 218
2023
Q4 		$881K Sell
7,995
-12,934
-62% -$1.43M 0.07% 243
2023
Q3 		$2.31M Buy
20,929
+2,717
+15% +$300K 0.19% 136
2023
Q2 		$2.01M Sell
18,212
-11,613
-39% -$1.28M 0.17% 143
2023
Q1 		$3.3M Buy
29,825
+9,444
+46% +$1.04M 0.29% 96
2022
Q4 		$2.24M Buy
20,381
+5,713
+39% +$628K 0.22% 117
2022
Q3 		$1.61M Buy
+14,668
New +$1.61M 0.17% 135
2021
Q1 		– Sell
-2,935
Closed -$324K – 349
2020
Q4 		$324K Buy
+2,935
New +$325K 0.04% 345
2020
Q3 		– Sell
-2,033
Closed -$225K – 229
2020
Q2 		$225K Buy
+2,033
New +$225K 0.04% 289
2020
Q1 		– Sell
-2,189
Closed -$242K – 257
2019
Q4 		$242K Buy
+2,189
New +$242K 0.04% 294
2019
Q2 		– Sell
-9,454
Closed -$1.04M – 364
2019
Q1 		$1.04M Buy
+9,454
New +$1.04M 0.21% 127
2015
Q4 		– Sell
-137
Closed -$15K – 775
2015
Q3 		$15K Hold
137
– – ﹤0.01% 618
2015
Q2 		$15K Sell
137
-109
-44% -$12K ﹤0.01% 597
2015
Q1 		$27K Buy
246
+137
+126% +$15.1K 0.01% 520
2014
Q4 		$12K Hold
109
– – ﹤0.01% 621
2014
Q3 		$12K Hold
109
– – ﹤0.01% 660
2014
Q2 		$12K Hold
109
– – ﹤0.01% 640
2014
Q1 		$12K Sell
109
-335
-75% -$36.9K 0.01% 610
2013
Q4 		$49K Buy
+444
New +$48.9K 0.03% 293

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

Regal Investment Advisors's SHV Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 176% in Q1 2026, buying an estimated $2.99M and bringing the position to 42,511 shares worth $4.69M. The position accounts for 0.27% of the portfolio, ranked #100.

Regal Investment Advisors first reported a position in SHV in Q4 2013 and has held it in 27 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Regal Investment Advisors held 42,511 shares of iShares 0-1 Year Treasury Bond ETF worth $4.69M as of Q1 2026.
  • Regal Investment Advisors bought 27,104 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.99M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.27% of Regal Investment Advisors's portfolio in Q1 2026, its #100 holding.
  • Regal Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2013 and has held it in 27 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.