AFG
SHV icon

Atomi Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Atomi Financial Group’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 		$2.24M Sell
20,316
-891
-4% -$98.2K 0.07% 226
2025
Q4 		$2.34M Buy
21,207
+1,480
+8% +$163K 0.07% 209
2025
Q3 		$2.18M Buy
19,727
+1,446
+8% +$159K 0.07% 191
2025
Q2 		$2.02M Sell
18,281
-934
-5% -$103K 0.08% 185
2025
Q1 		$2.12M Buy
19,215
+595
+3% +$65.6K 0.1% 154
2024
Q4 		$2.05M Sell
18,620
-3,604
-16% -$397K 0.1% 143
2024
Q3 		$2.46M Buy
22,224
+583
+3% +$64.3K 0.15% 111
2024
Q2 		$2.39M Buy
21,641
+13,523
+167% +$1.49M 0.18% 104
2024
Q1 		$897K Buy
8,118
+2,149
+36% +$237K 0.08% 199
2023
Q4 		$657K Buy
+5,969
New +$658K 0.09% 205
2023
Q2 		– Sell
-28,580
Closed -$3.16M – 286
2023
Q1 		$3.16M Buy
+28,580
New +$3.15M 1.76% 7

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

Atomi Financial Group's SHV Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.2% in Q1 2026, selling an estimated $98.2K and leaving 20,316 shares worth $2.24M. The position accounts for 0.07% of the portfolio, ranked #226.

Atomi Financial Group first reported a position in SHV in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.16M in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Atomi Financial Group held 20,316 shares of iShares 0-1 Year Treasury Bond ETF worth $2.24M as of Q1 2026.
  • Atomi Financial Group sold 891 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $98.2K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.07% of Atomi Financial Group's portfolio in Q1 2026, its #226 holding.
  • Atomi Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $3.16M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.