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AFT Forsyth & Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

AFT Forsyth & Company’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 		$598K Sell
5,414
-692
-11% -$76.3K 0.28% 68
2025
Q4 		$673K Sell
6,106
-689
-10% -$76K 0.29% 68
2025
Q3 		$751K Sell
6,795
-11,959
-64% -$1.32M 0.36% 54
2025
Q2 		$2.07M Buy
18,754
+13,309
+244% +$1.47M 1.06% 21
2025
Q1 		$601K Buy
+5,445
New +$601K 0.32% 68

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

AFT Forsyth & Company's SHV Position: Q1 2026 in Review

AFT Forsyth & Company reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 11% in Q1 2026, selling an estimated $76.3K and leaving 5,414 shares worth $598K. The position accounts for 0.28% of the portfolio, ranked #68.

AFT Forsyth & Company first reported a position in SHV in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.07M in Q2 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • AFT Forsyth & Company held 5,414 shares of iShares 0-1 Year Treasury Bond ETF worth $598K as of Q1 2026.
  • AFT Forsyth & Company sold 692 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $76.3K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.28% of AFT Forsyth & Company's portfolio in Q1 2026, its #68 holding.
  • AFT Forsyth & Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • AFT Forsyth & Company's iShares 0-1 Year Treasury Bond ETF position peaked at $2.07M in Q2 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.