San Luis Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

San Luis Wealth 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 Q2	$3.4M	Sell	30,852 -24,759	-45%	-$2.73M	0.51%	49
2026 Q1	$6.14M	Buy	55,611 +2,591	+5%	+$286K	1.02%	33
2025 Q4	$5.84M	Buy	53,020 +24,331	+85%	+$2.68M	0.98%	32
2025 Q3	$3.17M	Sell	28,689 -8,767	-23%	-$967K	0.57%	44
2025 Q2	$4.14M	Buy	37,456 +4,457	+14%	+$491K	0.89%	33
2025 Q1	$3.65M	Buy	32,999 +10,323	+46%	+$1.14M	0.82%	31
2024 Q4	$2.5M	Sell	22,676 -4,251	-16%	-$469K	0.47%	42
2024 Q3	$2.98M	Sell	26,927 -19,011	-41%	-$2.1M	0.62%	41
2024 Q2	$5.08M	Buy	+45,938	New	+$5.07M	1.22%	19

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

San Luis Wealth Advisors's SHV Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 45% in Q2 2026, selling an estimated $2.73M and leaving 30,852 shares worth $3.4M. The position accounts for 0.51% of the portfolio, ranked #49.

San Luis Wealth Advisors first reported a position in SHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.14M in Q1 2026. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

San Luis Wealth Advisors held 30,852 shares of iShares 0-1 Year Treasury Bond ETF worth $3.4M as of Q2 2026.
San Luis Wealth Advisors sold 24,759 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.73M.
iShares 0-1 Year Treasury Bond ETF made up 0.51% of San Luis Wealth Advisors's portfolio in Q2 2026, its #49 holding.
San Luis Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
San Luis Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $6.14M in Q1 2026.
123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.