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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES SHORT TREASURY BOND

Steward Partners Investment Advisory, LLC holds 92,578 shares of SHV (ISHARES SHORT TREASURY BOND), worth $10.2M as of 2026-Q2. The position was decreased (-8.4% shares). SHV represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$10.2M

Current Shares

92,578

Total Value Change

-$18M

Total Shares Change

-162,875

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
92,578
-8.4%
$10.2M0.1%$109.69
0
2026-Q1
Increased
101,108
+15.7%
$11.2M0.1%$108.76
32
2025-Q4
Decreased
87,390
-21.9%
$9.6M0.1%$107.89
0
2025-Q3
Decreased
111,905
-41.0%
$12.4M0.1%$106.81
0
2025-Q2
Decreased
189,762
-24.5%
$21M0.2%$105.64
0
2025-Q1
Increased
251,422
+48.0%
$27.8M0.2%$104.58
47
2024-Q4
Decreased
169,840
-33.5%
$18.7M0.2%$103.53
0
2024-Q3
Decreased
255,453
-4.3%
$28.3M0.3%$102.37
0

Other major holders of SHV: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.

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