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Arax Advisory Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Arax Advisory Partners’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 		$243K Sell
2,197
-6,707
-75% -$740K 0.01% 982
2025
Q4 		$981K Buy
+8,904
New +$982K 0.03% 386
2025
Q3 		– Sell
-9,312
Closed -$1.03M – 4181
2025
Q2 		$1.03M Sell
9,312
-921
-9% -$102K 0.05% 250
2025
Q1 		$1.13M Sell
10,233
-1,765
-15% -$195K 0.07% 166
2024
Q4 		$1.32M Sell
11,998
-1,007
-8% -$111K 0.08% 139
2024
Q3 		$1.44M Sell
13,005
-6,163
-32% -$680K 0.13% 91
2024
Q2 		$2.12M Sell
19,168
-2,649
-12% -$292K 0.21% 66
2024
Q1 		$2.41M Sell
21,817
-1,805
-8% -$199K 0.25% 58
2023
Q4 		$2.6M Sell
23,622
-2,501
-10% -$276K 0.29% 54
2023
Q3 		$2.89M Sell
26,123
-364,647
-93% -$40.2M 0.36% 49
2023
Q2 		$43.2M Sell
390,770
-7,231
-2% -$797K 5.51% 1
2023
Q1 		$44M Buy
398,001
+193,292
+94% +$21.3M 5.82% 1
2022
Q4 		$22.5M Buy
204,709
+13,762
+7% +$1.51M 3.11% 6
2022
Q3 		$21M Buy
190,947
+173,907
+1,021% +$19.1M 3.31% 8
2022
Q2 		$1.88M Sell
17,040
-206
-1% -$22.7K 0.28% 48
2022
Q1 		$1.9M Sell
17,246
-11,539
-40% -$1.27M 0.25% 54
2021
Q4 		$3.18M Sell
28,785
-4,022
-12% -$444K 0.4% 38
2021
Q3 		$3.62M Sell
32,807
-3,504
-10% -$387K 0.5% 34
2021
Q2 		$4.01M Buy
+36,311
New +$4.01M 0.55% 35
2020
Q4 		$31.9M Sell
288,558
-12,607
-4% -$1.39M 4.72% 5
2020
Q3 		$33.3M Buy
301,165
+107,440
+55% +$11.9M 5.62% 1
2020
Q2 		$21.5M Sell
193,725
-18,035
-9% -$2M 3.82% 8
2020
Q1 		$23.5M Buy
+211,760
New +$23.4M 5.42% 3

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 $462M AUM 52.29% 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 $424B AUM 22.94% 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

Arax Advisory Partners's SHV Position: Q1 2026 in Review

Arax Advisory Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 75% in Q1 2026, selling an estimated $740K and leaving 2,197 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #982.

Arax Advisory Partners first reported a position in SHV in Q1 2020 and has held it in 23 quarters since. The position peaked at $44M in Q1 2023. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Arax Advisory Partners held 2,197 shares of iShares 0-1 Year Treasury Bond ETF worth $243K as of Q1 2026.
  • Arax Advisory Partners sold 6,707 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $740K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #982 holding.
  • Arax Advisory Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • Arax Advisory Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $44M in Q1 2023.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.