United Capital Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.69M | Buy |
24,383
+290
| +1% | +$32K | 0.02% | 489 |
|
|
2025
Q4 | $2.65M | Buy |
24,093
+5,010
| +26% | +$552K | 0.02% | 465 |
|
|
2025
Q3 | $2.11M | Buy |
19,083
+1,475
| +8% | +$163K | 0.02% | 457 |
|
|
2025
Q2 | $1.94M | Buy |
17,608
+30
| +0.2% | +$3.31K | 0.02% | 451 |
|
|
2025
Q1 | $1.94M | Sell |
17,578
-1,171
| -6% | -$129K | 0.02% | 431 |
|
|
2024
Q4 | $2.06M | Buy |
18,749
+18
| +0.1% | +$1.99K | 0.02% | 410 |
|
|
2024
Q3 | $2.07M | Sell |
18,731
-39,903
| -68% | -$4.4M | 0.02% | 407 |
|
|
2024
Q2 | $6.48M | Sell |
58,634
-2,411
| -4% | -$266K | 0.06% | 224 |
|
|
2024
Q1 | $6.75M | Sell |
61,045
-2,386
| -4% | -$263K | 0.06% | 227 |
|
|
2023
Q4 | $6.99M | Buy |
63,431
+16,854
| +36% | +$1.86M | 0.06% | 240 |
|
|
2023
Q3 | $5.15M | Sell |
46,577
-3,151
| -6% | -$347K | 0.03% | 296 |
|
|
2023
Q2 | $5.49M | Sell |
49,728
-22,993
| -32% | -$2.53M | 0.03% | 300 |
|
|
2023
Q1 | $8.04M | Sell |
72,721
-25,874
| -26% | -$2.85M | 0.04% | 268 |
|
|
2022
Q4 | $10.8M | Buy |
98,595
+32,558
| +49% | +$3.58M | 0.06% | 239 |
|
|
2022
Q3 | $7.26M | Buy |
66,037
+44,460
| +206% | +$4.89M | 0.04% | 280 |
|
|
2022
Q2 | $2.38M | Buy |
21,577
+4,177
| +24% | +$460K | 0.01% | 460 |
|
|
2022
Q1 | $1.92M | Sell |
17,400
-2,228
| -11% | -$246K | 0.01% | 525 |
|
|
2021
Q4 | $2.17M | Sell |
19,628
-646
| -3% | -$71.3K | 0.01% | 521 |
|
|
2021
Q3 | $2.24M | Buy |
20,274
+642
| +3% | +$70.9K | 0.01% | 502 |
|
|
2021
Q2 | $2.17M | Sell |
19,632
-1,967
| -9% | -$217K | 0.01% | 519 |
|
|
2021
Q1 | $2.39M | Sell |
21,599
-759
| -3% | -$83.9K | 0.01% | 474 |
|
|
2020
Q4 | $2.47M | Sell |
22,358
-6,750
| -23% | -$747K | 0.01% | 462 |
|
|
2020
Q3 | $3.22M | Buy |
29,108
+5,134
| +21% | +$568K | 0.02% | 411 |
|
|
2020
Q2 | $2.65M | Sell |
23,974
-40,434
| -63% | -$4.48M | 0.02% | 459 |
|
|
2020
Q1 | $7.15M | Sell |
64,408
-2,028
| -3% | -$224K | 0.06% | 283 |
|
|
2019
Q4 | $7.34M | Buy |
66,436
+526
| +0.8% | +$58.1K | 0.05% | 352 |
|
|
2019
Q3 | $7.29M | Sell |
65,910
-35,547
| -35% | -$3.93M | 0.05% | 332 |
|
|
2019
Q2 | $11.2M | Buy |
101,457
+4,034
| +4% | +$446K | 0.07% | 274 |
|
|
2019
Q1 | $10.8M | Buy |
97,423
+26,983
| +38% | +$2.98M | 0.08% | 282 |
|
|
2018
Q4 | $7.77M | Buy |
70,440
+65,560
| +1,343% | +$7.23M | 0.06% | 298 |
|
|
2018
Q3 | $539K | Buy |
+4,880
| New | +$539K | ﹤0.01% | 953 |
|
|
2018
Q2 | – | Sell |
-256,240
| Closed | -$28.3M | – | 1357 |
|
|
2018
Q1 | $28.3M | Buy |
+256,240
| New | +$28.3M | 0.22% | 107 |
|
|
2017
Q3 | – | Sell |
-395
| Closed | -$790K | – | 1340 |
|
|
2017
Q2 | $790K | Buy |
+395
| New | +$43.6K | 0.01% | 824 |
|
|
2016
Q1 | – | Sell |
-2,309
| Closed | -$254K | – | 1268 |
|
|
2015
Q4 | $254K | Sell |
2,309
-355
| -13% | -$39.1K | ﹤0.01% | 1061 |
|
|
2015
Q3 | $294K | Sell |
2,664
-6,693
| -72% | -$738K | ﹤0.01% | 1063 |
|
|
2015
Q2 | $1.03M | Sell |
9,357
-47,094
| -83% | -$5.19M | 0.01% | 719 |
|
|
2015
Q1 | $6.22M | Buy |
56,451
+22,268
| +65% | +$2.46M | 0.08% | 300 |
|
|
2014
Q4 | $3.77M | Buy |
+34,183
| New | +$3.77M | 0.06% | 311 |
|
|
2014
Q2 | – | Sell |
-144,628
| Closed | -$15.9M | – | 907 |
|
|
2014
Q1 | $15.9M | Buy |
+144,628
| New | +$15.9M | 0.34% | 69 |
|
|
2013
Q4 | – | Sell |
-3,774
| Closed | -$416K | – | 744 |
|
|
2013
Q3 | $416K | Sell |
3,774
-309,842
| -99% | -$34.2M | 0.01% | 487 |
|
|
2013
Q2 | $34.6M | Buy |
+313,616
| New | +$34.6M | 0.92% | 27 |
|
Other funds holding SHV
MW
United Capital Financial Advisors's SHV Position: Q1 2026 in Review
United Capital Financial Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.2% in Q1 2026, buying an estimated $32K and bringing the position to 24,383 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #489.
United Capital Financial Advisors first reported a position in SHV in Q2 2013 and has held it in 41 quarters since. The position peaked at $34.6M in Q2 2013. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.
- United Capital Financial Advisors held 24,383 shares of iShares 0-1 Year Treasury Bond ETF worth $2.69M as of Q1 2026.
- United Capital Financial Advisors bought 290 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $32K.
- iShares 0-1 Year Treasury Bond ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #489 holding.
- United Capital Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 41 quarters since.
- United Capital Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $34.6M in Q2 2013.
- 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.