AWM
SHV icon

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

Aries 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
Q2 		$657K Buy
5,954
+345
+6% +$38K 0.13% 123
2026
Q1 		$619K Sell
5,609
-1,455
-21% -$160K 0.14% 130
2025
Q4 		$778K Buy
7,064
+650
+10% +$71.7K 0.17% 110
2025
Q3 		$709K Buy
6,414
+75
+1% +$8.27K 0.17% 114
2025
Q2 		$700K Sell
6,339
-335
-5% -$36.9K 0.18% 111
2025
Q1 		$737K Buy
6,674
+15
+0.2% +$1.65K 0.2% 109
2024
Q4 		$733K Buy
6,659
+2,104
+46% +$232K 0.2% 110
2024
Q3 		$504K Sell
4,555
-2,689
-37% -$297K 0.14% 134
2024
Q2 		$800K Sell
7,244
-2,038
-22% -$225K 0.25% 99
2024
Q1 		$1.03M Buy
9,282
+1,603
+21% +$177K 0.33% 78
2023
Q4 		$846K Sell
7,679
-1,023
-12% -$113K 0.3% 81
2023
Q3 		$960K Sell
8,702
-815
-9% -$89.8K 0.38% 72
2023
Q2 		$1.05M Buy
9,517
+1,555
+20% +$171K 0.41% 70
2023
Q1 		$880K Buy
7,962
+165
+2% +$18.2K 0.36% 77
2022
Q4 		$857K Buy
+7,797
New +$857K 0.37% 75

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aries Wealth Management's SHV Position: Q2 2026 in Review

Aries Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.2% in Q2 2026, buying an estimated $38K and bringing the position to 5,954 shares worth $657K. The position accounts for 0.13% of the portfolio, ranked #123.

Aries Wealth Management first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q2 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Aries Wealth Management held 5,954 shares of iShares 0-1 Year Treasury Bond ETF worth $657K as of Q2 2026.
  • Aries Wealth Management bought 345 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $38K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.13% of Aries Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Aries Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Aries Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.05M in Q2 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.