Asset Management One’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Asset Management One’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	$14.2K	Hold	129	–	–	﹤0.01%	954
2026 Q1	$14.2K	Hold	129	–	–	﹤0.01%	909
2025 Q4	$14.2K	Hold	129	–	–	﹤0.01%	933
2025 Q3	$14.3K	Hold	129	–	–	﹤0.01%	941
2025 Q2	$14.2K	Hold	129	–	–	﹤0.01%	940
2025 Q1	$14.2K	Hold	129	–	–	﹤0.01%	953
2024 Q4	$14.2K	Hold	129	–	–	﹤0.01%	945
2024 Q3	$14.3K	Hold	129	–	–	﹤0.01%	954
2024 Q2	$14.3K	Hold	129	–	–	﹤0.01%	955
2024 Q1	$14.3K	Hold	129	–	–	﹤0.01%	968
2023 Q4	$14.2K	Hold	129	–	–	﹤0.01%	971
2023 Q3	$14.3K	Hold	129	–	–	﹤0.01%	986
2023 Q2	$14.2K	Hold	129	–	–	﹤0.01%	995
2023 Q1	$14.3K	Buy	+129	New	+$14.2K	﹤0.01%	995
2020 Q3	–	Sell	-1,000	Closed	-$111K	–	1073
2020 Q2	$111K	Hold	1,000	–	–	﹤0.01%	956
2020 Q1	$111K	Hold	1,000	–	–	﹤0.01%	974
2019 Q4	$110K	Hold	1,000	–	–	﹤0.01%	995
2019 Q3	$111K	Sell	1,000 -4,200	-81%	-$464K	﹤0.01%	996
2019 Q2	$575K	Hold	5,200	–	–	﹤0.01%	947
2019 Q1	$575K	Hold	5,200	–	–	﹤0.01%	938
2018 Q4	$574K	Hold	5,200	–	–	﹤0.01%	935
2018 Q3	$574K	Hold	5,200	–	–	﹤0.01%	955
2018 Q2	$574K	Hold	5,200	–	–	﹤0.01%	967
2018 Q1	$573K	Hold	5,200	–	–	﹤0.01%	936
2017 Q4	$573K	Hold	5,200	–	–	﹤0.01%	927
2017 Q3	$574K	Hold	5,200	–	–	﹤0.01%	921
2017 Q2	$574K	Hold	5,200	–	–	﹤0.01%	884
2017 Q1	$574K	Hold	5,200	–	–	﹤0.01%	895
2016 Q4	$574K	Buy	+5,200	New	+$574K	﹤0.01%	860

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Asset Management One's SHV Position: Q2 2026 in Review

Asset Management One held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 129 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Asset Management One first reported a position in SHV in Q4 2016 and has held it in 29 quarters since. The position peaked at $575K in Q2 2019. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Asset Management One held 129 shares of iShares 0-1 Year Treasury Bond ETF worth $14.2K as of Q2 2026.
Asset Management One left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Asset Management One's portfolio in Q2 2026, its #954 holding.
Asset Management One first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 29 quarters since.
Asset Management One's iShares 0-1 Year Treasury Bond ETF position peaked at $575K in Q2 2019.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.