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

Birchcreek 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	$1.6M	Buy	14,538 +39	+0.3%	+$4.3K	0.77%	23
2025 Q4	$1.6M	Sell	14,499 -4,426	-23%	-$488K	0.78%	23
2025 Q3	$2.09M	Sell	18,925 -454	-2%	-$50.1K	1.08%	17
2025 Q2	$2.14M	Sell	19,379 -1,586	-8%	-$175K	1.21%	17
2025 Q1	$2.32M	Sell	20,965 -1,106	-5%	-$122K	1.46%	14
2024 Q4	$2.43M	Sell	22,071 -21,621	-49%	-$2.38M	1.53%	15
2024 Q3	$4.83M	Sell	43,692 -74,806	-63%	-$8.26M	3.17%	7
2024 Q2	$13.1M	Buy	118,498 +10,267	+9%	+$1.13M	7.37%	2
2024 Q1	$12M	Buy	108,231 +21,938	+25%	+$2.42M	6.29%	2
2023 Q4	$9.5M	Buy	86,293 +38,404	+80%	+$4.23M	5.68%	3
2023 Q3	$5.29M	Buy	47,889 +5,455	+13%	+$601K	3.59%	5
2023 Q2	$4.69M	Buy	42,434 +13,476	+47%	+$1.49M	3.27%	6
2023 Q1	$3.2M	Buy	+28,958	New	+$3.19M	2.53%	9

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Birchcreek Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.27% in Q1 2026, buying an estimated $4.3K and bringing the position to 14,538 shares worth $1.6M. The position accounts for 0.77% of the portfolio, ranked #23.

Birchcreek Wealth Management first reported a position in SHV in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.1M in Q2 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Birchcreek Wealth Management held 14,538 shares of iShares 0-1 Year Treasury Bond ETF worth $1.6M as of Q1 2026.
Birchcreek Wealth Management bought 39 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.3K.
iShares 0-1 Year Treasury Bond ETF made up 0.77% of Birchcreek Wealth Management's portfolio in Q1 2026, its #23 holding.
Birchcreek Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Birchcreek Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $13.1M in Q2 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

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