Brighton Jones LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Brighton Jones LLC’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	$632K	Buy	+5,723	New	+$631K	0.01%	599
2025 Q4	–	Sell	-4,170	Closed	-$461K	–	794
2025 Q3	$461K	Sell	4,170 -79	-2%	-$8.71K	0.01%	655
2025 Q2	$469K	Buy	4,249 +75	+2%	+$8.27K	0.01%	562
2025 Q1	$461K	Sell	4,174 -1,025	-20%	-$113K	0.01%	412
2024 Q4	$572K	Buy	+5,199	New	+$573K	0.02%	357
2024 Q3	–	Sell	-3,747	Closed	-$414K	–	656
2024 Q2	$414K	Sell	3,747 -1,402	-27%	-$155K	0.01%	392
2024 Q1	$569K	Sell	5,149 -1	-0%	-$110	0.02%	322
2023 Q4	$567K	Sell	5,150 -21	-0.4%	-$2.31K	0.02%	303
2023 Q3	$571K	Buy	+5,171	New	+$570K	0.03%	261
2021 Q3	–	Sell	-3,169	Closed	-$350K	–	511
2021 Q2	$350K	Buy	+3,169	New	+$350K	0.02%	322
2019 Q4	–	Sell	-1,912	Closed	-$212K	–	324
2019 Q3	$212K	Buy	+1,912	New	+$211K	0.02%	287

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return

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

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Brighton Jones LLC's SHV Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 5,723 shares worth $632K. The stake represents 0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SHV as recently as Q3 2025.

Brighton Jones LLC first reported a position in SHV in Q3 2019 and has held it in 11 quarters since. 738 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Brighton Jones LLC held 5,723 shares of iShares 0-1 Year Treasury Bond ETF worth $632K as of Q1 2026.
iShares 0-1 Year Treasury Bond ETF was a new Brighton Jones LLC position in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #599 holding.
Brighton Jones LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and has held it in 11 quarters since.
738 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.