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Salem Investment Counselors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Salem Investment Counselors’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 		$359K Hold
3,250
– – 0.01% 335
2026
Q1 		$359K Hold
3,250
– – 0.01% 322
2025
Q4 		$358K Buy
3,250
+175
+6% +$19.3K 0.01% 317
2025
Q3 		$340K Sell
3,075
-140
-4% -$15.4K 0.01% 321
2025
Q2 		$355K Sell
3,215
-380
-11% -$41.9K 0.01% 313
2025
Q1 		$397K Sell
3,595
-165
-4% -$18.2K 0.01% 282
2024
Q4 		$414K Hold
3,760
– – 0.01% 282
2024
Q3 		$416K Sell
3,760
-45
-1% -$4.97K 0.01% 288
2024
Q2 		$420K Hold
3,805
– – 0.01% 280
2024
Q1 		$421K Sell
3,805
-275
-7% -$30.3K 0.01% 281
2023
Q4 		$449K Sell
4,080
-282
-6% -$31.1K 0.02% 265
2023
Q3 		$482K Sell
4,362
-430
-9% -$47.4K 0.02% 246
2023
Q2 		$529K Buy
4,792
+282
+6% +$31.1K 0.02% 234
2023
Q1 		$498K Hold
4,510
– – 0.02% 236
2022
Q4 		$496K Buy
+4,510
New +$496K 0.02% 241

Other funds holding SHV

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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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

Salem Investment Counselors's SHV Position: Q2 2026 in Review

Salem Investment Counselors held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 3,250 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #335.

Salem Investment Counselors first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $529K in Q2 2023. 334 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Salem Investment Counselors held 3,250 shares of iShares 0-1 Year Treasury Bond ETF worth $359K as of Q2 2026.
  • Salem Investment Counselors left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #335 holding.
  • Salem Investment Counselors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Salem Investment Counselors's iShares 0-1 Year Treasury Bond ETF position peaked at $529K in Q2 2023.
  • 334 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.