SIS
SHV icon

Sound Income Strategies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sound Income Strategies’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 		– Sell
-1,206
Closed -$133K – 2073
2026
Q1 		$133K Buy
1,206
+1,199
+17,129% +$132K 0.01% 517
2025
Q4 		$819 Sell
7
-2
-22% -$221 ﹤0.01% 2323
2025
Q3 		$1.04K Sell
9
-1
-10% -$110 ﹤0.01% 1440
2025
Q2 		$1.15K Sell
10
-81
-89% -$8.93K ﹤0.01% 1349
2025
Q1 		$10K Sell
91
-5
-5% -$551 ﹤0.01% 907
2024
Q4 		$10.5K Buy
96
+3
+3% +$331 ﹤0.01% 823
2024
Q3 		$10.2K Sell
93
-127
-58% -$14K ﹤0.01% 783
2024
Q2 		$24.3K Sell
220
-403
-65% -$44.4K ﹤0.01% 585
2024
Q1 		$68.8K Sell
623
-1,662
-73% -$183K 0.01% 368
2023
Q4 		$252K Buy
2,285
+2,258
+8,363% +$249K 0.02% 174
2023
Q3 		$2.98K Buy
+27
New +$2.98K ﹤0.01% 844
2022
Q4 		– Sell
-2,032
Closed -$223K – 1010
2022
Q3 		$223K Sell
2,032
-4,849
-70% -$533K 0.03% 132
2022
Q2 		$758K Buy
+6,881
New +$758K 0.1% 87
2018
Q4 		– Sell
-24
Closed -$3K – 783
2018
Q3 		$3K Hold
24
– – ﹤0.01% 518
2018
Q2 		$3K Buy
+24
New +$2.65K ﹤0.01% 479

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Sound Income Strategies's SHV Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 1,206 shares — an estimated $133K sold.

Sound Income Strategies first reported a position in SHV in Q2 2018 and held it in 15 quarters. The position peaked at $758K in Q2 2022. 578 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,206 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $133K.
  • Sound Income Strategies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 15 quarters.
  • Sound Income Strategies's iShares 0-1 Year Treasury Bond ETF position peaked at $758K in Q2 2022.
  • 578 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.