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

VisionPoint Advisory 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	$4.1M	Buy	37,143 +27,824	+299%	+$3.07M	0.64%	37
2026 Q2	$1.03M	Sell	9,319 -83	-0.9%	-$9.15K	0.17%	140
2026 Q1	$1.04M	Buy	9,402 +299	+3%	+$33K	0.2%	117
2025 Q4	$1M	Sell	9,103 -2,263	-20%	-$250K	0.2%	114
2025 Q3	$1.26M	Sell	11,366 -4,016	-26%	-$443K	0.25%	101
2025 Q2	$1.7M	Buy	15,382 +7,625	+98%	+$841K	0.37%	75
2025 Q1	$857K	Buy	7,757 +3,063	+65%	+$338K	0.29%	76
2024 Q4	$517K	Sell	4,694 -556	-11%	-$61.3K	0.18%	107
2024 Q3	$581K	Buy	5,250 +41	+0.8%	+$4.52K	0.2%	103
2024 Q2	$576K	Sell	5,209 -500	-9%	-$55.1K	0.2%	99
2024 Q1	$631K	Sell	5,709 -5,496	-49%	-$606K	0.23%	103
2023 Q4	$1.23M	Buy	11,205 +3,374	+43%	+$372K	0.46%	61
2023 Q3	$865K	Sell	7,831 -300	-4%	-$33.1K	0.37%	71
2023 Q2	$898K	Sell	8,131 -1,914	-19%	-$211K	0.37%	68
2023 Q1	$1.11M	Buy	10,045 +5,159	+106%	+$568K	0.49%	54
2022 Q4	$538K	Buy	+4,886	New	+$537K	0.22%	74
2020 Q4	–	Sell	-3,228	Closed	-$357K	–	158
2020 Q3	$357K	Sell	3,228 -1,070	-25%	-$118K	0.15%	75
2020 Q2	$476K	Sell	4,298 -986	-19%	-$109K	0.19%	53
2020 Q1	$587K	Sell	5,284 -1,257	-19%	-$139K	0.27%	51
2019 Q4	$723K	Sell	6,541 -10,664	-62%	-$1.18M	0.3%	56
2019 Q3	$1.9M	Sell	17,205 -6,518	-27%	-$721K	0.52%	34
2019 Q2	$2.62M	Sell	23,723 -81,994	-78%	-$9.06M	0.75%	18
2019 Q1	$11.7M	Buy	105,717 +12,215	+13%	+$1.35M	3.28%	4
2018 Q4	$10.3M	Buy	+93,502	New	+$10.3M	3.34%	6

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

VisionPoint Advisory Group's SHV Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 299% in Q3 2026, buying an estimated $3.07M and bringing the position to 37,143 shares worth $4.1M. The position accounts for 0.64% of the portfolio, ranked #37.

VisionPoint Advisory Group first reported a position in SHV in Q4 2018 and has held it in 24 quarters since. The position peaked at $11.7M in Q1 2019. 164 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

VisionPoint Advisory Group held 37,143 shares of iShares 0-1 Year Treasury Bond ETF worth $4.1M as of Q3 2026.
VisionPoint Advisory Group bought 27,824 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $3.07M.
iShares 0-1 Year Treasury Bond ETF made up 0.64% of VisionPoint Advisory Group's portfolio in Q3 2026, its #37 holding.
VisionPoint Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 24 quarters since.
VisionPoint Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $11.7M in Q1 2019.
164 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.