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Sowell Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sowell Financial Services’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
-7,414
Closed -$818K – 1217
2026
Q1 		$818K Buy
7,414
+123
+2% +$13.6K 0.03% 491
2025
Q4 		$803K Buy
+7,291
New +$804K 0.03% 500
2024
Q2 		– Sell
-13,291
Closed -$1.47M – 560
2024
Q1 		$1.47M Sell
13,291
-5,431
-29% -$599K 0.07% 284
2023
Q4 		$2.06M Sell
18,722
-3,595
-16% -$396K 0.11% 203
2023
Q3 		$2.46M Sell
22,317
-25,106
-53% -$2.77M 0.15% 156
2023
Q2 		$5.24M Buy
+47,423
New +$5.23M 0.29% 83
2022
Q4 		– Sell
-39,602
Closed -$4.36M – 542
2022
Q3 		$4.36M Buy
+39,602
New +$4.36M 0.44% 58
2021
Q2 		– Sell
-2,300
Closed -$254K – 2342
2021
Q1 		$254K Sell
2,300
-329
-13% -$36.4K 0.01% 916
2020
Q4 		$291K Sell
2,629
-120
-4% -$13.3K 0.01% 710
2020
Q3 		$304K Sell
2,749
-113,454
-98% -$12.6M 0.02% 610
2020
Q2 		$12.9M Buy
116,203
+67,005
+136% +$7.42M 0.71% 23
2020
Q1 		$5.46M Buy
49,198
+45,134
+1,111% +$5M 0.4% 57
2019
Q4 		$449K Sell
4,064
-4,034
-50% -$446K 0.03% 480
2019
Q3 		$896K Buy
+8,098
New +$895K 0.07% 272
2019
Q1 		$317K Buy
+2,869
New +$317K 0.04% 444

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

Sowell Financial Services's SHV Position: Q2 2026 in Review

Sowell Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 7,414 shares — an estimated $818K sold.

Sowell Financial Services first reported a position in SHV in Q1 2019 and held it in 15 quarters. The position peaked at $12.9M in Q2 2020. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Sowell Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 7,414 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $818K.
  • Sowell Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 15 quarters.
  • Sowell Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $12.9M in Q2 2020.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.