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

Sage 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	$1.33M	Hold	12,078	–	–	0.66%	27
2026 Q1	$1.33M	Hold	12,078	–	–	0.73%	26
2025 Q4	$1.33M	Hold	12,078	–	–	0.72%	28
2025 Q3	$1.33M	Hold	12,078	–	–	0.7%	28
2025 Q2	$1.33M	Hold	12,078	–	–	0.73%	26
2025 Q1	$1.33M	Hold	12,078	–	–	0.78%	23
2024 Q4	$1.33M	Hold	12,078	–	–	0.79%	23
2024 Q3	$1.33M	Hold	12,078	–	–	0.37%	28
2024 Q2	$1.33M	Hold	12,078	–	–	0.37%	28
2024 Q1	$1.33M	Hold	12,078	–	–	0.36%	29
2023 Q4	$1.33M	Hold	12,078	–	–	0.36%	35
2023 Q3	$1.33M	Hold	12,078	–	–	0.37%	34
2023 Q2	$1.33M	Buy	+12,078	New	+$1.33M	0.39%	33
2020 Q1	–	Sell	-56,968	Closed	-$6.29M	–	61
2019 Q4	$6.29M	Sell	56,968 -2,619	-4%	-$290K	1.99%	18
2019 Q3	$6.59M	Sell	59,587 -55,524	-48%	-$6.14M	2.16%	17
2019 Q2	$12.7M	Sell	115,111 -35,285	-23%	-$3.9M	3.74%	10
2019 Q1	$16.6M	Sell	150,396 -15,234	-9%	-$1.68M	1.59%	21
2018 Q4	$18.3M	Buy	165,630 +26,479	+19%	+$2.92M	1.91%	21
2018 Q3	$15.4M	Buy	139,151 +8,654	+7%	+$955K	1.47%	21
2018 Q2	$14.4M	Sell	130,497 -31,147	-19%	-$3.44M	1.42%	25
2018 Q1	$17.8M	Buy	161,644 +43,075	+36%	+$4.75M	1.79%	18
2017 Q4	$13.1M	Buy	118,569 +4,303	+4%	+$475K	1.31%	23
2017 Q3	$12.6M	Buy	114,266 +101,779	+815%	+$11.2M	1.36%	18
2017 Q2	$1.38M	Buy	+12,487	New	+$1.38M	0.16%	24
2015 Q3	–	Sell	-38,824	Closed	-$4.28M	–	19
2015 Q2	$4.28M	Sell	38,824 -97,468	-72%	-$10.7M	0.59%	15
2015 Q1	$15M	Buy	+136,292	New	+$15M	2.01%	14

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Sage Advisory Services held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 12,078 shares worth $1.33M. The position accounts for 0.66% of the portfolio, ranked #27.

Sage Advisory Services first reported a position in SHV in Q1 2015 and has held it in 26 quarters since. The position peaked at $18.3M in Q4 2018. 316 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Sage Advisory Services held 12,078 shares of iShares 0-1 Year Treasury Bond ETF worth $1.33M as of Q2 2026.
Sage Advisory Services left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.66% of Sage Advisory Services's portfolio in Q2 2026, its #27 holding.
Sage Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2015 and has held it in 26 quarters since.
Sage Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $18.3M in Q4 2018.
316 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.