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

Sovran 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	$213K	Buy	+1,932	New	+$213K	0.02%	582
2025 Q4	–	Sell	-3,227	Closed	-$357K	–	579
2025 Q3	$357K	Sell	3,227 -37,513	-92%	-$4.14M	0.03%	400
2025 Q2	$4.49M	Buy	40,740 +28,114	+223%	+$3.1M	0.47%	52
2025 Q1	$1.39M	Buy	12,626 +7,611	+152%	+$839K	0.18%	136
2024 Q4	$553K	Buy	+5,015	New	+$553K	0.08%	239

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

Sovran Advisors's SHV Position: Q2 2026 in Review

Sovran Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 1,932 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #582 among its holdings. This is a return to the name: Sovran Advisors previously reported a position in SHV as recently as Q3 2025.

Sovran Advisors first reported a position in SHV in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.49M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Sovran Advisors held 1,932 shares of iShares 0-1 Year Treasury Bond ETF worth $213K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Sovran Advisors position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #582 holding.
Sovran Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
Sovran Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $4.49M in Q2 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.