Advisory Solutions Group, LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Advisory Solutions Group, LLC’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	$453K	Buy	+4,108	New	+$453K	0.15%	124

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Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Advisory Solutions Group, LLC's SHV Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 4,108 shares worth $453K. The stake represents 0.15% of the portfolio and ranks #124 among its holdings.

303 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Advisory Solutions Group, LLC held 4,108 shares of iShares 0-1 Year Treasury Bond ETF worth $453K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.15% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #124 holding.
303 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.