Able Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Able Wealth Management’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	$43.3M	Buy	392,113 +7,993	+2%	+$881K	9.93%	2
2026 Q1	$42.4M	Buy	384,120 +13,941	+4%	+$1.54M	11.34%	1
2025 Q4	$40.8M	Buy	370,179 +154,913	+72%	+$17.1M	12.9%	1
2025 Q3	$23.8M	Buy	215,266 +3,638	+2%	+$401K	8.94%	1
2025 Q2	$23.4M	Buy	211,628 +6,422	+3%	+$708K	11.78%	1
2025 Q1	$22.7M	Buy	205,206 +1,776	+0.9%	+$196K	13.37%	1
2024 Q4	$22.4M	Buy	203,430 +17,210	+9%	+$1.9M	14.73%	1
2024 Q3	$20.6M	Buy	186,220 +3,371	+2%	+$372K	15.62%	1
2024 Q2	$20.2M	Sell	182,849 -543	-0.3%	-$59.9K	16.63%	1
2024 Q1	$20.3M	Buy	183,392 +7,069	+4%	+$780K	17.68%	1
2023 Q4	$19.4M	Buy	+176,323	New	+$19.4M	17.63%	1

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Able Wealth Management's SHV Position: Q2 2026 in Review

Able Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.1% in Q2 2026, buying an estimated $881K and bringing the position to 392,113 shares worth $43.3M. The position accounts for 9.93% of the portfolio, ranked #2.

Able Wealth Management first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Able Wealth Management held 392,113 shares of iShares 0-1 Year Treasury Bond ETF worth $43.3M as of Q2 2026.
Able Wealth Management bought 7,993 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $881K.
iShares 0-1 Year Treasury Bond ETF made up 9.93% of Able Wealth Management's portfolio in Q2 2026, its #2 holding.
Able Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.