AWM
SHV icon

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

AE 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
Q1 		$5.05M Buy
45,709
+33,229
+266% +$3.66M 0.03% 416
2025
Q4 		$1.37M Sell
12,480
-24,899
-67% -$2.75M 0.01% 715
2025
Q3 		$4.13M Sell
37,379
-3,716
-9% -$410K 0.03% 396
2025
Q2 		$4.54M Buy
41,095
+18,898
+85% +$2.08M 0.03% 368
2025
Q1 		$2.45M Sell
22,197
-27,088
-55% -$2.99M 0.02% 478
2024
Q4 		$5.43M Buy
49,285
+4,812
+11% +$531K 0.05% 327
2024
Q3 		$4.92M Buy
44,473
+5,059
+13% +$558K 0.04% 338
2024
Q2 		$4.36M Buy
39,414
+10,553
+37% +$1.16M 0.04% 361
2024
Q1 		$3.19M Sell
28,861
-204,208
-88% -$22.5M 0.04% 388
2023
Q4 		$25.8M Buy
233,069
+133,605
+134% +$14.7M 0.13% 174
2023
Q3 		$11M Sell
99,464
-76,557
-43% -$8.44M 0.07% 357
2023
Q2 		$19.4M Sell
176,021
-666,986
-79% -$73.5M 0.12% 202
2023
Q1 		$93.2M Buy
843,007
+208,229
+33% +$22.9M 0.6% 22
2022
Q4 		$69.8M Sell
634,778
-453,447
-42% -$49.8M 0.5% 31
2022
Q3 		$120M Buy
1,088,225
+361,673
+50% +$39.8M 0.95% 12
2022
Q2 		$80M Buy
726,552
+509,981
+235% +$56.2M 0.64% 27
2022
Q1 		$23.9M Buy
216,571
+198,186
+1,078% +$21.9M 0.16% 135
2021
Q4 		$2.03M Sell
18,385
-994
-5% -$110K 0.01% 696
2021
Q3 		$2.14M Buy
19,379
+194
+1% +$21.4K 0.02% 625
2021
Q2 		$2.12M Sell
19,185
-278,828
-94% -$30.8M 0.02% 623
2021
Q1 		$32.9M Buy
298,013
+267,411
+874% +$29.6M 0.33% 66
2020
Q4 		$3.38M Buy
30,602
+3,091
+11% +$342K 0.04% 354
2020
Q3 		$3.04M Sell
27,511
-804,041
-97% -$89M 0.04% 328
2020
Q2 		$92.1M Sell
831,552
-1,527,005
-65% -$169M 1.42% 8
2020
Q1 		$262M Buy
2,358,557
+2,342,475
+14,566% +$259M 6.02% 1
2019
Q4 		$1.78M Buy
16,082
+9,257
+136% +$1.02M 0.04% 372
2019
Q3 		$755K Sell
6,825
-15,307
-69% -$1.69M 0.02% 511
2019
Q2 		$2.45M Buy
+22,132
New +$2.45M 0.07% 202

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

AE Wealth Management's SHV Position: Q1 2026 in Review

AE Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 266% in Q1 2026, buying an estimated $3.66M and bringing the position to 45,709 shares worth $5.05M. The position accounts for 0.03% of the portfolio, ranked #416.

AE Wealth Management first reported a position in SHV in Q2 2019 and has held it in 28 quarters since. The position peaked at $262M in Q1 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • AE Wealth Management held 45,709 shares of iShares 0-1 Year Treasury Bond ETF worth $5.05M as of Q1 2026.
  • AE Wealth Management bought 33,229 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.66M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #416 holding.
  • AE Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $262M in Q1 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.