TFB Advisors
SHV icon

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

TFB 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
Q3 		$1.09M Buy
+9,843
New +$1.08M 0.44% 50
2025
Q3 		– Sell
-2,619
Closed -$289K – 345
2025
Q2 		$289K Buy
2,619
+80
+3% +$8.82K 0.08% 266
2025
Q1 		$280K Buy
+2,539
New +$280K 0.08% 259

Other funds holding SHV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
AdvisorShares Investments
AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

TFB Advisors's SHV Position: Q3 2026 in Review

TFB Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026: 9,843 shares worth $1.09M. The stake represents 0.44% of the portfolio and ranks #50 among its holdings. This is a return to the name: TFB Advisors previously reported a position in SHV as recently as Q2 2025.

TFB Advisors first reported a position in SHV in Q1 2025 and has held it in 3 quarters since. 487 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • TFB Advisors held 9,843 shares of iShares 0-1 Year Treasury Bond ETF worth $1.09M as of Q3 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new TFB Advisors position in Q3 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.44% of TFB Advisors's portfolio in Q3 2026, its #50 holding.
  • TFB Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on TFB Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.