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

Sandy Cove 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	$869K	Buy	7,871 +1,452	+23%	+$160K	0.22%	61
2026 Q1	$709K	Hold	6,419	–	–	0.21%	69
2025 Q4	$707K	Sell	6,419 -2,736	-30%	-$302K	0.21%	65
2025 Q3	$1.01M	Sell	9,155 -50	-0.5%	-$5.51K	0.32%	49
2025 Q2	$1.02M	Buy	9,205 +825	+10%	+$91K	0.37%	43
2025 Q1	$926K	Buy	8,380 +1,627	+24%	+$179K	0.37%	46
2024 Q4	$744K	Sell	6,753 -74	-1%	-$8.16K	0.29%	52
2024 Q3	$755K	Sell	6,827 -2,541	-27%	-$280K	0.31%	52
2024 Q2	$1.04M	Sell	9,368 -24	-0.3%	-$2.65K	0.46%	37
2024 Q1	$1.04M	Sell	9,392 -107	-1%	-$11.8K	0.48%	37
2023 Q4	$1.05M	Sell	9,499 -907	-9%	-$100K	0.54%	37
2023 Q3	$1.15M	Buy	10,406 +74	+0.7%	+$8.16K	0.67%	28
2023 Q2	$1.14M	Sell	10,332 -13,274	-56%	-$1.46M	0.65%	31
2023 Q1	$2.61M	Sell	23,606 -4,594	-16%	-$506K	1.89%	15
2022 Q4	$3.1M	Buy	28,200 +8,291	+42%	+$911K	2.5%	11
2022 Q3	$2.19M	Buy	19,909 +644	+3%	+$70.9K	1.97%	12
2022 Q2	$2.12M	Buy	+19,265	New	+$2.12M	1.93%	12

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

Sandy Cove Advisors's SHV Position: Q2 2026 in Review

Sandy Cove Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 23% in Q2 2026, buying an estimated $160K and bringing the position to 7,871 shares worth $869K. The position accounts for 0.22% of the portfolio, ranked #61.

Sandy Cove Advisors first reported a position in SHV in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.1M in Q4 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Sandy Cove Advisors held 7,871 shares of iShares 0-1 Year Treasury Bond ETF worth $869K as of Q2 2026.
Sandy Cove Advisors bought 1,452 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $160K.
iShares 0-1 Year Treasury Bond ETF made up 0.22% of Sandy Cove Advisors's portfolio in Q2 2026, its #61 holding.
Sandy Cove Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Sandy Cove Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $3.1M in Q4 2022.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.