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Accredited Investors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Accredited Investors’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
-2,889
Closed -$318K – 306
2025
Q4 		$318K Buy
2,889
+18
+0.6% +$1.99K 0.02% 211
2025
Q3 		$317K Buy
2,871
+59
+2% +$6.51K 0.02% 192
2025
Q2 		$311K Hold
2,812
– – 0.02% 188
2025
Q1 		$311K Buy
2,812
+38
+1% +$4.19K 0.02% 172
2024
Q4 		$305K Sell
2,774
-7
-0.3% -$772 0.02% 178
2024
Q3 		$308K Hold
2,781
– – 0.02% 175
2024
Q2 		$307K Sell
2,781
-1,109
-29% -$122K 0.02% 159
2024
Q1 		$430K Sell
3,890
-62,413
-94% -$6.89M 0.03% 134
2023
Q4 		$7.3M Sell
66,303
-881,979
-93% -$97.2M 0.52% 34
2023
Q3 		$105M Buy
948,282
+27,847
+3% +$3.07M 7.86% 2
2023
Q2 		$102M Buy
920,435
+410,111
+80% +$45.2M 7.24% 2
2023
Q1 		$56.4M Buy
+510,324
New +$56.2M 4.28% 7

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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accredited Investors's SHV Position: Q1 2026 in Review

Accredited Investors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 2,889 shares — an estimated $318K sold.

Accredited Investors first reported a position in SHV in Q1 2023 and held it in 12 quarters. The position peaked at $105M in Q3 2023. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Accredited Investors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Accredited Investors sold 2,889 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $318K.
  • Accredited Investors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 12 quarters.
  • Accredited Investors's iShares 0-1 Year Treasury Bond ETF position peaked at $105M in Q3 2023.
  • 739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Accredited Investors's 13F filing for Q1 2026, filed 30 Apr 2026.