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

Sulzberger Capital 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 		$19M Sell
172,589
-14,498
-8% -$1.6M 18.59% 1
2026
Q1 		$20.7M Sell
187,087
-39,080
-17% -$4.31M 21.08% 1
2025
Q4 		$24.9M Sell
226,167
-5,255
-2% -$579K 25.16% 1
2025
Q3 		$25.6M Sell
231,422
-28,383
-11% -$3.13M 28.52% 1
2025
Q2 		$28.7M Buy
259,805
+56,187
+28% +$6.2M 33.57% 1
2025
Q1 		$22.5M Buy
203,618
+138,851
+214% +$15.3M 29.56% 1
2024
Q4 		$7.13M Buy
+64,767
New +$7.14M 8.06% 1

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Sulzberger Capital Advisors's SHV Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.7% in Q2 2026, selling an estimated $1.6M and leaving 172,589 shares worth $19M. The position accounts for 18.59% of the portfolio, ranked #1.

Sulzberger Capital Advisors first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.7M in Q2 2025. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Sulzberger Capital Advisors held 172,589 shares of iShares 0-1 Year Treasury Bond ETF worth $19M as of Q2 2026.
  • Sulzberger Capital Advisors sold 14,498 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.6M.
  • iShares 0-1 Year Treasury Bond ETF made up 18.59% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Sulzberger Capital Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Sulzberger Capital Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $28.7M in Q2 2025.
  • 123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.