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

Sanctuary 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	$7.5M	Buy	67,991 +5,269	+8%	+$581K	0.03%	488
2026 Q1	$6.92M	Sell	62,722 -7,882	-11%	-$869K	0.04%	473
2025 Q4	$7.78M	Buy	70,604 +12,643	+22%	+$1.39M	0.04%	423
2025 Q3	$6.4M	Buy	57,961 +9,317	+19%	+$1.03M	0.04%	460
2025 Q2	$5.37M	Buy	48,644 +9,369	+24%	+$1.03M	0.03%	487
2025 Q1	$4.34M	Buy	39,275 +485	+1%	+$53.5K	0.03%	508
2024 Q4	$4.29M	Sell	38,790 -2,672	-6%	-$295K	0.03%	553
2024 Q3	$4.58M	Buy	41,462 +2,746	+7%	+$303K	0.03%	535
2024 Q2	$4.28M	Buy	+38,716	New	+$4.27M	0.03%	510

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sanctuary Advisors's SHV Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.4% in Q2 2026, buying an estimated $581K and bringing the position to 67,991 shares worth $7.5M. The position accounts for 0.03% of the portfolio, ranked #488.

Sanctuary Advisors first reported a position in SHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.78M in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Sanctuary Advisors held 67,991 shares of iShares 0-1 Year Treasury Bond ETF worth $7.5M as of Q2 2026.
Sanctuary Advisors bought 5,269 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $581K.
iShares 0-1 Year Treasury Bond ETF made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #488 holding.
Sanctuary Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $7.78M in Q4 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.