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Acute Investment Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Acute Investment Advisory’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
-3,573
Closed -$394K – 21
2025
Q4 		$394K Sell
3,573
-435
-11% -$48K 3.81% 8
2025
Q3 		$443K Sell
4,008
-803
-17% -$88.6K 3.72% 7
2025
Q2 		$531K Sell
4,811
-3,020
-39% -$333K 4.33% 6
2025
Q1 		$865K Buy
+7,831
New +$864K 4.35% 6
2024
Q3 		– Sell
-2,940
Closed -$325K – 16
2024
Q2 		$325K Sell
2,940
-109,638
-97% -$12.1M 0.19% 13
2024
Q1 		$12.4M Buy
112,578
+1,648
+1% +$182K 8.34% 4
2023
Q4 		$12.2M Sell
110,930
-2,811
-2% -$310K 7.22% 4
2023
Q3 		$12.6M Sell
113,741
-665,323
-85% -$73.3M 7.55% 4
2023
Q2 		$86M Buy
779,064
+28,061
+4% +$3.09M 51.72% 1
2023
Q1 		$83M Buy
751,003
+115,245
+18% +$12.7M 54.36% 1
2022
Q4 		$69.9M Buy
635,758
+529,181
+497% +$58.2M 47.65% 1
2022
Q3 		$11.7M Buy
+106,577
New +$11.7M 8.42% 5

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 $462M AUM 52.29% 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 $424B AUM 22.94% 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

Acute Investment Advisory's SHV Position: Q1 2026 in Review

Acute Investment Advisory sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 3,573 shares — an estimated $394K sold.

Acute Investment Advisory first reported a position in SHV in Q3 2022 and held it in 12 quarters. The position peaked at $86M in Q2 2023. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Acute Investment Advisory reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Acute Investment Advisory sold 3,573 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $394K.
  • Acute Investment Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 12 quarters.
  • Acute Investment Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $86M in Q2 2023.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Acute Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.