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Beacon Pointe Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Beacon Pointe Advisors’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 		$15.8M Sell
142,763
-2,408
-2% -$266K 0.08% 218
2025
Q4 		$16M Buy
145,171
+11,237
+8% +$1.24M 0.11% 183
2025
Q3 		$14.8M Buy
+133,934
New +$14.8M 0.13% 165
2024
Q2 		– Sell
-3,093
Closed -$342K – 1372
2024
Q1 		$342K Buy
3,093
+1,152
+59% +$127K ﹤0.01% 1062
2023
Q4 		$214K Sell
1,941
-2,359
-55% -$260K ﹤0.01% 1199
2023
Q3 		$475K Buy
4,300
+2,053
+91% +$226K 0.01% 899
2023
Q2 		$248K Sell
2,247
-1,228
-35% -$135K ﹤0.01% 941
2023
Q1 		$384K Buy
+3,475
New +$383K 0.01% 843
2022
Q4 		– Sell
-26,795
Closed -$2.95M – 1102
2022
Q3 		$2.95M Sell
26,795
-1,184
-4% -$130K 0.07% 240
2022
Q2 		$3.08M Buy
27,979
+1,236
+5% +$136K 0.07% 252
2022
Q1 		$2.95M Buy
26,743
+24,113
+917% +$2.66M 0.04% 366
2021
Q4 		$290K Buy
2,630
+800
+44% +$88.4K 0.01% 744
2021
Q3 		$202K Buy
+1,830
New +$202K 0.01% 858
2021
Q2 		– Sell
-15,035
Closed -$1.66M – 839
2021
Q1 		$1.66M Buy
+15,035
New +$1.66M 0.1% 157

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

Beacon Pointe Advisors's SHV Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.7% in Q1 2026, selling an estimated $266K and leaving 142,763 shares worth $15.8M. The position accounts for 0.08% of the portfolio, ranked #218.

Beacon Pointe Advisors first reported a position in SHV in Q1 2021 and has held it in 14 quarters since. The position peaked at $16M in Q4 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Beacon Pointe Advisors held 142,763 shares of iShares 0-1 Year Treasury Bond ETF worth $15.8M as of Q1 2026.
  • Beacon Pointe Advisors sold 2,408 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $266K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Beacon Pointe Advisors's portfolio in Q1 2026, its #218 holding.
  • Beacon Pointe Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 14 quarters since.
  • Beacon Pointe Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $16M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.