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
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 $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

Axxcess Wealth Management's SHV Position: Q1 2026 in Review

Axxcess Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q1 2026, buying an estimated $250K and bringing the position to 21,749 shares worth $2.4M. The position accounts for 0.08% of the portfolio, ranked #178.

Axxcess Wealth Management first reported a position in SHV in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.6M in Q2 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Axxcess Wealth Management held 21,749 shares of iShares 0-1 Year Treasury Bond ETF worth $2.4M as of Q1 2026.
  • Axxcess Wealth Management bought 2,267 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $250K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Axxcess Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $11.6M in Q2 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.