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

Signal Advisors Wealth’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	$1.12M	Sell	10,166 -7,593	-43%	-$837K	0.06%	254
2026 Q1	$1.96M	Buy	17,759 +9,171	+107%	+$1.01M	0.13%	143
2025 Q4	$946K	Buy	8,588 +718	+9%	+$79.2K	0.08%	202
2025 Q3	$870K	Buy	7,870 +2,259	+40%	+$249K	0.08%	180
2025 Q2	$620K	Sell	5,611 -118	-2%	-$13K	0.05%	263
2025 Q1	$633K	Sell	5,729 -1,865	-25%	-$206K	0.06%	242
2024 Q4	$836K	Buy	7,594 +125	+2%	+$13.8K	0.09%	199
2024 Q3	$826K	Buy	+7,469	New	+$824K	0.12%	192
2024 Q2	–	Sell	-5,387	Closed	-$596K	–	243
2024 Q1	$596K	Buy	5,387 +1,888	+54%	+$208K	0.15%	143
2023 Q4	$385K	Buy	+3,499	New	+$386K	0.13%	147

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

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

Signal Advisors Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 43% in Q2 2026, selling an estimated $837K and leaving 10,166 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #254.

Signal Advisors Wealth first reported a position in SHV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.96M in Q1 2026. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Signal Advisors Wealth held 10,166 shares of iShares 0-1 Year Treasury Bond ETF worth $1.12M as of Q2 2026.
Signal Advisors Wealth sold 7,593 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $837K.
iShares 0-1 Year Treasury Bond ETF made up 0.06% of Signal Advisors Wealth's portfolio in Q2 2026, its #254 holding.
Signal Advisors Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $1.96M in Q1 2026.
726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.