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

Apollon 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 		$428K Hold
3,876
– – 0.01% 931
2025
Q4 		$427K Hold
3,876
– – 0.01% 900
2025
Q3 		$428K Sell
3,876
-961
-20% -$106K 0.01% 889
2025
Q2 		$534K Hold
4,837
– – 0.01% 779
2025
Q1 		$534K Sell
4,837
-17
-0.4% -$1.88K 0.01% 719
2024
Q4 		$534K Sell
4,854
-348
-7% -$38.4K 0.01% 729
2024
Q3 		$575K Sell
5,202
-45
-0.9% -$4.97K 0.02% 656
2024
Q2 		$580K Sell
5,247
-783
-13% -$86.3K 0.02% 623
2024
Q1 		$667K Sell
6,030
-6,890
-53% -$760K 0.02% 596
2023
Q4 		$1.42M Buy
12,920
+1,426
+12% +$157K 0.05% 348
2023
Q3 		$1.27M Sell
11,494
-17,421
-60% -$1.92M 0.06% 299
2023
Q2 		$3.19M Sell
28,915
-2,177
-7% -$240K 0.15% 136
2023
Q1 		$3.44M Sell
31,092
-7,488
-19% -$825K 0.21% 101
2022
Q4 		$4.24M Sell
38,580
-9,909
-20% -$1.09M 0.3% 71
2022
Q3 		$5.33M Buy
48,489
+21,990
+83% +$2.42M 0.44% 43
2022
Q2 		$2.92M Buy
+26,499
New +$2.92M 0.24% 88

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

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

Apollon Wealth Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 3,876 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #931.

Apollon Wealth Management first reported a position in SHV in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.33M in Q3 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Apollon Wealth Management held 3,876 shares of iShares 0-1 Year Treasury Bond ETF worth $428K as of Q1 2026.
  • Apollon Wealth Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #931 holding.
  • Apollon Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Apollon Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $5.33M in Q3 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.