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Atlantic Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Atlantic Private Wealth’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 		– Sell
-92
Closed -$10.2K – 388
2025
Q4 		$10.2K Sell
92
-89
-49% -$9.81K 0.01% 193
2025
Q3 		$20K Buy
+181
New +$20K 0.01% 154

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

Atlantic Private Wealth's SHV Position: Q1 2026 in Review

Atlantic Private Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 92 shares — an estimated $10.2K sold.

Atlantic Private Wealth first reported a position in SHV in Q3 2025 and held it in 2 quarters. The position peaked at $20K in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Atlantic Private Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 92 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $10.2K.
  • Atlantic Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • Atlantic Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $20K in Q3 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.