Blalock Williams’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Blalock Williams’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	$801K	Sell	7,254 -57	-0.8%	-$6.29K	0.62%	43
2025 Q4	$805K	Buy	7,311 +210	+3%	+$23.2K	0.64%	40
2025 Q3	$785K	Buy	7,101 +100	+1%	+$11K	0.69%	39
2025 Q2	$773K	Buy	7,001 +1,373	+24%	+$151K	0.77%	36
2025 Q1	$622K	Sell	5,628 -3	-0.1%	-$331	0.7%	41
2024 Q4	$620K	Buy	+5,631	New	+$621K	0.72%	36

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

Blalock Williams's SHV Position: Q1 2026 in Review

Blalock Williams reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.78% in Q1 2026, selling an estimated $6.29K and leaving 7,254 shares worth $801K. The position accounts for 0.62% of the portfolio, ranked #43.

Blalock Williams first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $805K in Q4 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Blalock Williams held 7,254 shares of iShares 0-1 Year Treasury Bond ETF worth $801K as of Q1 2026.
Blalock Williams sold 57 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.29K.
iShares 0-1 Year Treasury Bond ETF made up 0.62% of Blalock Williams's portfolio in Q1 2026, its #43 holding.
Blalock Williams first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Blalock Williams's iShares 0-1 Year Treasury Bond ETF position peaked at $805K in Q4 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.