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

SFMG 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	$501K	Hold	4,536	–	–	0.03%	191
2026 Q1	$501K	Sell	4,536 -1,074	-19%	-$118K	0.03%	188
2025 Q4	$618K	Sell	5,610 -689	-11%	-$76K	0.04%	159
2025 Q3	$696K	Sell	6,299 -245	-4%	-$27K	0.05%	137
2025 Q2	$723K	Buy	+6,544	New	+$722K	0.05%	121
2025 Q1	–	Sell	-69,745	Closed	-$7.68M	–	293
2024 Q4	$7.68M	Buy	+69,745	New	+$7.69M	0.61%	23
2021 Q4	–	Sell	-11,096	Closed	-$1.23M	–	302
2021 Q3	$1.23M	Sell	11,096 -879	-7%	-$97.1K	0.14%	82
2021 Q2	$1.32M	Sell	11,975 -9,051	-43%	-$1M	0.15%	75
2021 Q1	$2.32M	Sell	21,026 -734	-3%	-$81.1K	0.27%	49
2020 Q4	$2.4M	Buy	21,760 +13	+0.1%	+$1.44K	0.31%	43
2020 Q3	$2.41M	Sell	21,747 -283	-1%	-$31.3K	0.33%	36
2020 Q2	$2.44M	Sell	22,030 -1,400	-6%	-$155K	0.35%	34
2020 Q1	$2.6M	Buy	+23,430	New	+$2.59M	0.39%	22
2017 Q1	–	Sell	-7,894	Closed	-$871K	–	121
2016 Q4	$871K	Sell	7,894 -1,964	-20%	-$217K	0.19%	44
2016 Q3	$1.09M	Sell	9,858 -3,071	-24%	-$339K	0.24%	45
2016 Q2	$1.43M	Sell	12,929 -194,683	-94%	-$21.5M	0.32%	35
2016 Q1	$22.9M	Sell	207,612 -4,146	-2%	-$457K	5.05%	8
2015 Q4	$23.3M	Sell	211,758 -4,148	-2%	-$457K	5.32%	8
2015 Q3	$23.8M	Buy	+215,906	New	+$23.8M	5.76%	7

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

SFMG Wealth Advisors's SHV Position: Q2 2026 in Review

SFMG Wealth Advisors held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 4,536 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #191.

SFMG Wealth Advisors first reported a position in SHV in Q3 2015 and has held it in 19 quarters since. The position peaked at $23.8M in Q3 2015. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

SFMG Wealth Advisors held 4,536 shares of iShares 0-1 Year Treasury Bond ETF worth $501K as of Q2 2026.
SFMG Wealth Advisors left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #191 holding.
SFMG Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2015 and has held it in 19 quarters since.
SFMG Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $23.8M in Q3 2015.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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