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

Stratos 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
Q1 		– Sell
-2,850
Closed -$314K – 671
2025
Q4 		$314K Sell
2,850
-11,996
-81% -$1.32M 0.02% 518
2025
Q3 		$1.64M Sell
14,846
-286
-2% -$31.5K 0.08% 253
2025
Q2 		$1.67M Sell
15,132
-1,430
-9% -$158K 0.09% 237
2025
Q1 		$1.83M Buy
16,562
+704
+4% +$77.6K 0.1% 203
2024
Q4 		$1.75M Sell
15,858
-14,465
-48% -$1.6M 0.08% 234
2024
Q3 		$3.35M Buy
30,323
+17,238
+132% +$1.9M 0.15% 149
2024
Q2 		$1.45M Buy
13,085
+3,997
+44% +$441K 0.07% 264
2024
Q1 		$1M Sell
9,088
-575
-6% -$63.4K 0.06% 324
2023
Q4 		$1.06M Buy
9,663
+1,408
+17% +$155K 0.06% 315
2023
Q3 		$912K Buy
8,255
+6,029
+271% +$665K 0.06% 316
2023
Q2 		$246K Buy
+2,226
New +$245K 0.02% 561
2023
Q1 		– Sell
-4,824
Closed -$530K – 632
2022
Q4 		$530K Buy
+4,824
New +$530K 0.04% 387
2021
Q3 		– Sell
-2,128
Closed -$235K – 563
2021
Q2 		$235K Sell
2,128
-661
-24% -$73K 0.02% 484
2021
Q1 		$308K Sell
2,789
-1,513
-35% -$167K 0.03% 389
2020
Q4 		$476K Sell
4,302
-3,834
-47% -$424K 0.07% 252
2020
Q3 		$901K Buy
8,136
+838
+11% +$92.8K 0.22% 118
2020
Q2 		$808K Buy
+7,298
New +$809K 0.25% 101

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stratos Wealth Advisors's SHV Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 2,850 shares — an estimated $314K sold.

Stratos Wealth Advisors first reported a position in SHV in Q2 2020 and held it in 17 quarters. The position peaked at $3.35M in Q3 2024. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 2,850 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $314K.
  • Stratos Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 17 quarters.
  • Stratos Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $3.35M in Q3 2024.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.