Values First Advisors
SHV icon

Values First Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Values First 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
Q3 		$341K Buy
3,095
+21
+0.7% +$2.31K 0.16% 135
2026
Q2 		$339K Buy
3,074
+49
+2% +$5.4K 0.15% 142
2026
Q1 		$334K Buy
3,025
+615
+26% +$67.8K 0.17% 126
2025
Q4 		$265K Sell
2,410
-320
-12% -$35.3K 0.14% 146
2025
Q3 		$302K Buy
2,730
+1,119
+69% +$123K 0.16% 135
2025
Q2 		$178K Buy
1,611
+809
+101% +$89.2K 0.1% 163
2025
Q1 		$88.5K Sell
802
-688
-46% -$75.9K 0.05% 170
2024
Q4 		$164K Buy
1,490
+1,112
+294% +$123K 0.09% 174
2024
Q3 		$41.8K Sell
378
-69,393
-99% -$7.66M 0.02% 246
2024
Q2 		$7.71M Buy
69,771
+829
+1% +$91.4K 4.62% 2
2024
Q1 		$7.62M Sell
68,942
-1,327
-2% -$146K 4.47% 2
2023
Q4 		$7.74M Buy
70,269
+9,414
+15% +$1.04M 4.67% 2
2023
Q3 		$6.72M Sell
60,855
-170
-0.3% -$18.7K 4.34% 3
2023
Q2 		$6.74M Sell
61,025
-28,202
-32% -$3.11M 4.07% 3
2023
Q1 		$9.9M Buy
89,227
+1,763
+2% +$194K 6.28% 2
2022
Q4 		$9.6M Buy
87,464
+43,811
+100% +$4.82M 6.71% 2
2022
Q3 		$4.8M Buy
43,653
+1,188
+3% +$131K 3.45% 3
2022
Q2 		$4.68M Buy
42,465
+18,205
+75% +$2.01M 3.32% 4
2022
Q1 		$2.68M Sell
24,260
-574
-2% -$63.3K 1.69% 8
2021
Q4 		$2.74M Buy
24,834
+4,560
+22% +$504K 1.62% 9
2021
Q3 		$2.24M Buy
20,274
+1,822
+10% +$201K 1.45% 17
2021
Q2 		$2.04M Buy
18,452
+668
+4% +$73.8K 1.38% 23
2021
Q1 		$1.96M Buy
17,784
+966
+6% +$107K 1.45% 15
2020
Q4 		$1.86M Buy
16,818
+346
+2% +$38.3K 1.48% 15
2020
Q3 		$1.82M Buy
16,472
+863
+6% +$95.6K 1.68% 8
2020
Q2 		$1.73M Buy
15,609
+31
+0.2% +$3.44K 1.71% 6
2020
Q1 		$1.73M Buy
15,578
+679
+5% +$75.1K 2.08% 4
2019
Q4 		$1.65M Buy
+14,899
New +$1.65M 1.59% 12

Other funds holding SHV

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
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Values First Advisors's SHV Position: Q3 2026 in Review

Values First Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.68% in Q3 2026, buying an estimated $2.31K and bringing the position to 3,095 shares worth $341K. The position accounts for 0.16% of the portfolio, ranked #135.

Values First Advisors first reported a position in SHV in Q4 2019 and has held it in 28 quarters since. The position peaked at $9.9M in Q1 2023. 283 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Values First Advisors held 3,095 shares of iShares 0-1 Year Treasury Bond ETF worth $341K as of Q3 2026.
  • Values First Advisors bought 21 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.31K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.16% of Values First Advisors's portfolio in Q3 2026, its #135 holding.
  • Values First Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Values First Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $9.9M in Q1 2023.
  • 283 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.