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

Accelerate 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 Q1	$293K	Buy	+2,650	New	+$292K	0.2%	83

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accelerate Investment Advisors's SHV Position: Q1 2026 in Review

Accelerate Investment Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 2,650 shares worth $293K. The stake represents 0.2% of the portfolio and ranks #83 among its holdings.

736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Accelerate Investment Advisors held 2,650 shares of iShares 0-1 Year Treasury Bond ETF worth $293K as of Q1 2026.
iShares 0-1 Year Treasury Bond ETF was a new Accelerate Investment Advisors position in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.2% of Accelerate Investment Advisors's portfolio in Q1 2026, its #83 holding.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.