True Link Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

True Link Financial 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	$282K	Sell	2,555 -208	-8%	-$22.9K	0.02%	81
2026 Q1	$305K	Sell	2,763 -379,802	-99%	-$41.9M	0.02%	68
2025 Q4	$42.1M	Buy	382,565 +17,025	+5%	+$1.88M	2.56%	12
2025 Q3	$40.4M	Sell	365,540 -291,661	-44%	-$32.2M	2.6%	10
2025 Q2	$72.6M	Buy	657,201 +25,048	+4%	+$2.76M	5.01%	6
2025 Q1	$69.8M	Buy	632,153 +80,854	+15%	+$8.92M	5.21%	6
2024 Q4	$60.7M	Buy	551,299 +32,862	+6%	+$3.62M	5.1%	6
2024 Q3	$57.4M	Sell	518,437 -47,829	-8%	-$5.28M	4.87%	6
2024 Q2	$62.6M	Buy	566,266 +72,974	+15%	+$8.05M	5.81%	5
2024 Q1	$54.5M	Buy	493,292 +49,430	+11%	+$5.45M	5.23%	5
2023 Q4	$48.9M	Buy	443,862 +199,419	+82%	+$22M	5.29%	5
2023 Q3	$27M	Buy	+244,443	New	+$26.9M	3.24%	9

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

True Link Financial Advisors's SHV Position: Q2 2026 in Review

True Link Financial Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.5% in Q2 2026, selling an estimated $22.9K and leaving 2,555 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #81.

True Link Financial Advisors first reported a position in SHV in Q3 2023 and has held it in 12 quarters since. The position peaked at $72.6M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

True Link Financial Advisors held 2,555 shares of iShares 0-1 Year Treasury Bond ETF worth $282K as of Q2 2026.
True Link Financial Advisors sold 208 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $22.9K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of True Link Financial Advisors's portfolio in Q2 2026, its #81 holding.
True Link Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
True Link Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $72.6M in Q2 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.