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

Axxcess 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 		$1.17M Sell
10,561
-11,188
-51% -$1.23M 0.02% 495
2026
Q1 		$2.4M Buy
21,749
+2,267
+12% +$250K 0.08% 178
2025
Q4 		$2.15M Sell
19,482
-954
-5% -$105K 0.04% 365
2025
Q3 		$2.26M Sell
20,436
-4,488
-18% -$495K 0.05% 290
2025
Q2 		$2.75M Buy
24,924
+814
+3% +$89.8K 0.06% 235
2025
Q1 		$2.66M Sell
24,110
-16
-0.1% -$1.76K 0.07% 214
2024
Q4 		$2.66M Buy
24,126
+78
+0.3% +$8.6K 0.06% 224
2024
Q3 		$2.66M Sell
24,048
-13,451
-36% -$1.48M 0.07% 219
2024
Q2 		$4.14M Buy
37,499
+5,070
+16% +$559K 0.11% 154
2024
Q1 		$3.58M Buy
32,429
+167
+0.5% +$18.4K 0.1% 165
2023
Q4 		$3.55M Buy
32,262
+9,615
+42% +$1.06M 0.1% 164
2023
Q3 		$2.5M Sell
22,647
-34,386
-60% -$3.79M 0.09% 176
2023
Q2 		$6.3M Sell
57,033
-11,448
-17% -$1.26M 0.46% 49
2023
Q1 		$7.57M Sell
68,481
-10,995
-14% -$1.21M 0.57% 34
2022
Q4 		$8.74M Sell
79,476
-15,166
-16% -$1.67M 0.72% 27
2022
Q3 		$10.4M Sell
94,642
-11,025
-10% -$1.21M 0.99% 15
2022
Q2 		$11.6M Buy
105,667
+102,947
+3,785% +$11.3M 1.07% 13
2022
Q1 		$300K Sell
2,720
-4,000
-60% -$441K 0.02% 475
2021
Q4 		$742K Buy
+6,720
New +$742K 0.05% 278

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

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

Axxcess Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 51% in Q2 2026, selling an estimated $1.23M and leaving 10,561 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #495.

Axxcess Wealth Management first reported a position in SHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q2 2022. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Axxcess Wealth Management held 10,561 shares of iShares 0-1 Year Treasury Bond ETF worth $1.17M as of Q2 2026.
  • Axxcess Wealth Management sold 11,188 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.23M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #495 holding.
  • Axxcess Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $11.6M in Q2 2022.
  • 724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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