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RIA Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

RIA Advisory Group’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 		$5.55M Sell
50,332
-5,244
-9% -$578K 1.21% 22
2026
Q1 		$6.14M Buy
55,576
+1,589
+3% +$175K 1.46% 20
2025
Q4 		$5.95M Sell
53,987
-2,727
-5% -$301K 1.43% 17
2025
Q3 		$6.27M Buy
56,714
+3,772
+7% +$416K 1.61% 14
2025
Q2 		$5.85M Sell
52,942
-8,603
-14% -$949K 1.72% 15
2025
Q1 		$6.8M Buy
61,545
+51,453
+510% +$5.67M 2.21% 8
2024
Q4 		$1.11M Sell
10,092
-2,725
-21% -$300K 0.38% 44
2024
Q3 		$1.42M Buy
+12,817
New +$1.41M 0.5% 31
2024
Q1 		$2.03M Buy
+18,341
New +$2.02M 0.82% 22
2023
Q4 		– Sell
-2,877
Closed -$318K – 182
2023
Q3 		$318K Buy
+2,877
New +$317K 0.14% 78

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIA Advisory Group's SHV Position: Q2 2026 in Review

RIA Advisory Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.4% in Q2 2026, selling an estimated $578K and leaving 50,332 shares worth $5.55M. The position accounts for 1.21% of the portfolio, ranked #22.

RIA Advisory Group first reported a position in SHV in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.8M in Q1 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • RIA Advisory Group held 50,332 shares of iShares 0-1 Year Treasury Bond ETF worth $5.55M as of Q2 2026.
  • RIA Advisory Group sold 5,244 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $578K.
  • iShares 0-1 Year Treasury Bond ETF made up 1.21% of RIA Advisory Group's portfolio in Q2 2026, its #22 holding.
  • RIA Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • RIA Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $6.8M in Q1 2025.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.