SFA
SHV icon

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

Sequoia Financial 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 		$1.14M Buy
10,335
+2
+0% +$220 0.01% 887
2026
Q1 		$1.14M Sell
10,333
-1,376
-12% -$152K 0.01% 839
2025
Q4 		$1.29M Sell
11,709
-523
-4% -$57.7K 0.01% 767
2025
Q3 		$1.35M Sell
12,232
-2,545
-17% -$281K 0.01% 659
2025
Q2 		$1.63M Sell
14,777
-10,145
-41% -$1.12M 0.01% 522
2025
Q1 		$2.75M Sell
24,922
-1,431
-5% -$158K 0.02% 375
2024
Q4 		$2.9M Sell
26,353
-10,724
-29% -$1.18M 0.03% 333
2024
Q3 		$4.1M Sell
37,077
-12,063
-25% -$1.33M 0.04% 237
2024
Q2 		$5.43M Sell
49,140
-5,289
-10% -$583K 0.07% 183
2024
Q1 		$6.02M Sell
54,429
-63,836
-54% -$7.04M 0.07% 179
2023
Q4 		$13M Buy
+118,265
New +$13M 0.16% 122
2023
Q1 		– Sell
-2,522
Closed -$277K – 868
2022
Q4 		$277K Buy
+2,522
New +$277K 0.01% 611
2020
Q1 		– Sell
-3,288
Closed -$363K – 400
2019
Q4 		$363K Buy
3,288
+1,042
+46% +$115K 0.02% 273
2019
Q3 		$248K Hold
2,246
– – 0.02% 307
2019
Q2 		$249K Hold
2,246
– – 0.02% 307
2019
Q1 		$248K Sell
2,246
-754
-25% -$83.3K 0.02% 307
2018
Q4 		$331K Sell
3,000
-1,340
-31% -$148K 0.04% 191
2018
Q3 		$479K Sell
4,340
-877
-17% -$96.8K 0.05% 163
2018
Q2 		$576K Buy
5,217
+37
+0.7% +$4.08K 0.06% 146
2018
Q1 		$572K Buy
+5,180
New +$571K 0.06% 150

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sequoia Financial Advisors's SHV Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.02% in Q2 2026, buying an estimated $220 and bringing the position to 10,335 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #887.

Sequoia Financial Advisors first reported a position in SHV in Q1 2018 and has held it in 20 quarters since. The position peaked at $13M in Q4 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Sequoia Financial Advisors held 10,335 shares of iShares 0-1 Year Treasury Bond ETF worth $1.14M as of Q2 2026.
  • Sequoia Financial Advisors bought 2 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $220.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #887 holding.
  • Sequoia Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and has held it in 20 quarters since.
  • Sequoia Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $13M in Q4 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.