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

Advisory Alpha’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 		$1.29M Sell
11,721
-93
-0.8% -$10.3K 0.04% 162
2025
Q4 		$1.3M Sell
11,814
-2,299
-16% -$254K 0.04% 161
2025
Q3 		$1.55M Buy
14,113
+201
+1% +$22.2K 0.04% 135
2025
Q2 		$1.54M Sell
13,912
-5,294
-28% -$584K 0.05% 127
2025
Q1 		$2.12M Buy
19,206
+1,973
+11% +$218K 0.07% 108
2024
Q4 		$1.9M Sell
17,233
-8
-0% -$882 0.07% 105
2024
Q3 		$1.91M Sell
17,241
-2,121
-11% -$234K 0.07% 106
2024
Q2 		$2.14M Sell
19,362
-5,774
-23% -$637K 0.08% 103
2024
Q1 		$2.78M Sell
25,136
-41
-0.2% -$4.52K 0.11% 95
2023
Q4 		$2.77M Buy
25,177
+7,904
+46% +$871K 0.13% 94
2023
Q3 		$1.91M Buy
17,273
+9,249
+115% +$1.02M 0.1% 100
2023
Q2 		$886K Buy
8,024
+3,432
+75% +$378K 0.05% 166
2023
Q1 		$507K Buy
4,592
+2,487
+118% +$274K 0.03% 179
2022
Q4 		$231K Sell
2,105
-4,846
-70% -$533K 0.02% 234
2022
Q3 		$765K Sell
6,951
-1,150
-14% -$127K 0.06% 123
2022
Q2 		$892K Buy
8,101
+955
+13% +$105K 0.07% 105
2022
Q1 		$788K Buy
+7,146
New +$788K 0.05% 134
2021
Q2 		– Sell
-1,963
Closed -$217K – 209
2021
Q1 		$217K Buy
+1,963
New +$217K 0.02% 164

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

Advisory Alpha's SHV Position: Q1 2026 in Review

Advisory Alpha reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.79% in Q1 2026, selling an estimated $10.3K and leaving 11,721 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #162.

Advisory Alpha first reported a position in SHV in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.78M in Q1 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Advisory Alpha held 11,721 shares of iShares 0-1 Year Treasury Bond ETF worth $1.29M as of Q1 2026.
  • Advisory Alpha sold 93 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $10.3K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.04% of Advisory Alpha's portfolio in Q1 2026, its #162 holding.
  • Advisory Alpha first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • Advisory Alpha's iShares 0-1 Year Treasury Bond ETF position peaked at $2.78M in Q1 2024.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.