1IA
SHV icon

1834 Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

1834 Investment 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
Q2 		– Sell
-3,423
Closed -$378K – 217
2026
Q1 		$378K Hold
3,423
– – 0.05% 176
2025
Q4 		$377K Sell
3,423
-765
-18% -$84.4K 0.05% 177
2025
Q3 		$463K Sell
4,188
-1,692
-29% -$187K 0.06% 168
2025
Q2 		$649K Sell
5,880
-2,383
-29% -$263K 0.08% 147
2025
Q1 		$913K Sell
8,263
-926
-10% -$102K 0.12% 117
2024
Q4 		$1.01M Sell
9,189
-2,216
-19% -$244K 0.13% 111
2024
Q3 		$1.26M Sell
11,405
-10,503
-48% -$1.16M 0.15% 107
2024
Q2 		$2.42M Sell
21,908
-16,365
-43% -$1.8M 0.29% 79
2024
Q1 		$4.23M Buy
38,273
+2,594
+7% +$286K 0.5% 61
2023
Q4 		$3.93M Sell
35,679
-18,744
-34% -$2.07M 0.47% 63
2023
Q3 		$6.01M Sell
54,423
-90,567
-62% -$9.98M 0.75% 36
2023
Q2 		$16M Sell
144,990
-11,923
-8% -$1.31M 1.91% 11
2023
Q1 		$17.3M Buy
156,913
+148,459
+1,756% +$16.4M 2.08% 10
2022
Q4 		$929K Buy
8,454
+3,699
+78% +$407K 0.13% 103
2022
Q3 		$523K Buy
+4,755
New +$523K 0.08% 122
2020
Q4 		– Sell
-122
Closed -$14K – 471
2020
Q3 		$14K Sell
122
-140
-53% -$15.5K ﹤0.01% 326
2020
Q2 		$29K Hold
262
– – ﹤0.01% 274
2020
Q1 		$29K Hold
262
– – 0.01% 281
2019
Q4 		$29K Sell
262
-199
-43% -$22K ﹤0.01% 303
2019
Q3 		$51K Sell
461
-45
-9% -$4.97K 0.01% 278
2019
Q2 		$56K Hold
506
– – 0.01% 275
2019
Q1 		$56K Buy
506
+262
+107% +$28.9K 0.01% 267
2018
Q4 		$27K Hold
244
– – ﹤0.01% 307
2018
Q3 		$27K Hold
244
– – ﹤0.01% 318
2018
Q2 		$27K Buy
+244
New +$26.9K ﹤0.01% 319

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1834 Investment Advisors's SHV Position: Q2 2026 in Review

1834 Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 3,423 shares — an estimated $378K sold.

1834 Investment Advisors first reported a position in SHV in Q2 2018 and held it in 25 quarters. The position peaked at $17.3M in Q1 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • 1834 Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • 1834 Investment Advisors sold 3,423 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $378K.
  • 1834 Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 25 quarters.
  • 1834 Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $17.3M in Q1 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.