Aegis Wealth Management (Maryland)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Aegis Wealth Management (Maryland)’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 Q2	$10.3M	Buy	93,023 +8,625	+10%	+$951K	4.83%	2
2026 Q1	$9.32M	Buy	84,398 +509	+0.6%	+$56.1K	5.33%	2
2025 Q4	$9.24M	Buy	83,889 +15,082	+22%	+$1.66M	5.22%	3
2025 Q3	$7.6M	Buy	68,807 +40,347	+142%	+$4.45M	4.07%	4
2025 Q2	$3.14M	Hold	28,460	–	–	1.88%	17
2025 Q1	$3.14M	Buy	+28,460	New	+$3.14M	1.85%	17

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s SHV Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 10% in Q2 2026, buying an estimated $951K and bringing the position to 93,023 shares worth $10.3M. The position accounts for 4.83% of the portfolio, ranked #2.

Aegis Wealth Management (Maryland) first reported a position in SHV in Q1 2025 and has held it in 6 quarters since. 718 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Aegis Wealth Management (Maryland) held 93,023 shares of iShares 0-1 Year Treasury Bond ETF worth $10.3M as of Q2 2026.
Aegis Wealth Management (Maryland) bought 8,625 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $951K.
iShares 0-1 Year Treasury Bond ETF made up 4.83% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #2 holding.
Aegis Wealth Management (Maryland) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
718 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.