AWA
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Arkadios Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Arkadios Wealth Advisors’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 		$1.3M Buy
11,802
+2,615
+28% +$288K 0.02% 674
2025
Q4 		$1.01M Sell
9,187
-2,929
-24% -$323K 0.02% 697
2025
Q3 		$1.34M Sell
12,116
-468
-4% -$51.6K 0.03% 531
2025
Q2 		$1.39M Buy
12,584
+1,484
+13% +$164K 0.04% 446
2025
Q1 		$1.23M Buy
11,100
+5,701
+106% +$629K 0.05% 396
2024
Q4 		$594K Sell
5,399
-771
-12% -$85K 0.03% 481
2024
Q3 		$683K Sell
6,170
-4,883
-44% -$539K 0.04% 431
2024
Q2 		$1.22M Sell
11,053
-1,932
-15% -$213K 0.08% 241
2024
Q1 		$1.44M Sell
12,985
-3,625
-22% -$400K 0.11% 178
2023
Q4 		$1.83M Buy
16,610
+9,933
+149% +$1.09M 0.15% 138
2023
Q3 		$738K Buy
6,677
+2,028
+44% +$224K 0.07% 265
2023
Q2 		$513K Buy
4,649
+1,810
+64% +$200K 0.06% 299
2023
Q1 		$314K Buy
+2,839
New +$313K 0.04% 424
2021
Q4 		– Sell
-224
Closed -$24K – 1574
2021
Q3 		$24K Hold
224
– – ﹤0.01% 1147
2021
Q2 		$24K Hold
224
– – ﹤0.01% 1211
2021
Q1 		$24K Sell
224
-458
-67% -$50.6K ﹤0.01% 922
2020
Q4 		$75K Buy
682
+482
+241% +$53.3K 0.02% 483
2020
Q3 		$22.1K Buy
+200
New +$22.1K 0.01% 584

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

Arkadios Wealth Advisors's SHV Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 28% in Q1 2026, buying an estimated $288K and bringing the position to 11,802 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #674.

Arkadios Wealth Advisors first reported a position in SHV in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.83M in Q4 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Arkadios Wealth Advisors held 11,802 shares of iShares 0-1 Year Treasury Bond ETF worth $1.3M as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,615 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $288K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #674 holding.
  • Arkadios Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • Arkadios Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.83M in Q4 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.