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

Transcend 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	$343K	Buy	3,111 +8	+0.3%	+$882	0.02%	578
2026 Q1	$343K	Buy	+3,103	New	+$342K	0.03%	501
2024 Q4	–	Sell	-5,567	Closed	-$616K	–	630
2024 Q3	$616K	Sell	5,567 -1,262	-18%	-$139K	0.04%	342
2024 Q2	$755K	Buy	6,829 +1,038	+18%	+$114K	0.05%	295
2024 Q1	$640K	Buy	5,791 +115	+2%	+$12.7K	0.05%	287
2023 Q4	$625K	Buy	5,676 +2,124	+60%	+$234K	0.06%	279
2023 Q3	$392K	Sell	3,552 -13	-0.4%	-$1.43K	0.04%	327
2023 Q2	$394K	Buy	+3,565	New	+$393K	0.04%	329
2021 Q2	–	Sell	-2,440	Closed	-$269K	–	409
2021 Q1	$269K	Buy	+2,440	New	+$270K	0.03%	332
2020 Q4	–	Sell	-9,098	Closed	-$1.01M	–	395
2020 Q3	$1.01M	Buy	+9,098	New	+$1.01M	0.18%	115

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

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

Transcend Capital Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.26% in Q2 2026, buying an estimated $882 and bringing the position to 3,111 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #578.

Transcend Capital Advisors first reported a position in SHV in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.01M in Q3 2020. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Transcend Capital Advisors held 3,111 shares of iShares 0-1 Year Treasury Bond ETF worth $343K as of Q2 2026.
Transcend Capital Advisors bought 8 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $882.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #578 holding.
Transcend Capital Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 10 quarters since.
Transcend Capital Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.01M in Q3 2020.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.