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A4 Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

A4 Wealth 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
Q1 		– Sell
-2,042
Closed -$225K – 132
2025
Q4 		$225K Sell
2,042
-1,702
-45% -$188K 0.19% 108
2025
Q3 		$414K Buy
+3,744
New +$413K 0.35% 78

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

A4 Wealth Advisors's SHV Position: Q1 2026 in Review

A4 Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 2,042 shares — an estimated $225K sold.

A4 Wealth Advisors first reported a position in SHV in Q3 2025 and held it in 2 quarters. The position peaked at $414K in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • A4 Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 2,042 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $225K.
  • A4 Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • A4 Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $414K in Q3 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.