UAG
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United Advisor Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

United Advisor Group’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 		$1.37M Buy
12,436
+6,316
+103% +$696K 0.13% 177
2026
Q2 		$675K Sell
6,120
-710
-10% -$78.3K 0.07% 270
2026
Q1 		$754K Buy
+6,830
New +$753K 0.09% 222

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cynosure Group
Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return

United Advisor Group's SHV Position: Q3 2026 in Review

United Advisor Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 103% in Q3 2026, buying an estimated $696K and bringing the position to 12,436 shares worth $1.37M. The position accounts for 0.13% of the portfolio, ranked #177.

United Advisor Group first reported a position in SHV in Q1 2026 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • United Advisor Group held 12,436 shares of iShares 0-1 Year Treasury Bond ETF worth $1.37M as of Q3 2026.
  • United Advisor Group bought 6,316 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $696K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.13% of United Advisor Group's portfolio in Q3 2026, its #177 holding.
  • United Advisor Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.