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

Apex 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	$8.87M	Buy	80,391 +29,406	+58%	+$3.24M	6.09%	3
2025 Q4	$5.62M	Sell	50,985 -18,594	-27%	-$2.05M	5.71%	5
2025 Q3	$7.69M	Sell	69,579 -9,253	-12%	-$1.02M	5.5%	3
2025 Q2	$8.7M	Sell	78,832 -32,910	-29%	-$3.63M	6.98%	3
2025 Q1	$12.3M	Buy	111,742 +89,758	+408%	+$9.9M	11.1%	1
2024 Q4	$2.42M	Buy	+21,984	New	+$2.42M	2.09%	19

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Apex Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 58% in Q1 2026, buying an estimated $3.24M and bringing the position to 80,391 shares worth $8.87M. The position accounts for 6.09% of the portfolio, ranked #3.

Apex Wealth Management first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.3M in Q1 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Apex Wealth Management held 80,391 shares of iShares 0-1 Year Treasury Bond ETF worth $8.87M as of Q1 2026.
Apex Wealth Management bought 29,406 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.24M.
iShares 0-1 Year Treasury Bond ETF made up 6.09% of Apex Wealth Management's portfolio in Q1 2026, its #3 holding.
Apex Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Apex Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $12.3M in Q1 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.