BWM
SHV icon

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

Bulltick 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 		$23.8M Sell
215,694
-91,211
-30% -$10.1M 5.26% 2
2025
Q4 		$33.8M Sell
306,905
-84,479
-22% -$9.32M 7.18% 1
2025
Q3 		$43.2M Buy
391,384
+41,490
+12% +$4.58M 10.22% 1
2025
Q2 		$38.6M Sell
349,894
-39,959
-10% -$4.41M 9.53% 1
2025
Q1 		$43.1M Sell
389,853
-473,775
-55% -$52.3M 11.43% 1
2024
Q4 		$95.1M Buy
863,628
+215,338
+33% +$23.7M 21.83% 1
2024
Q3 		$71.7M Buy
648,290
+524,417
+423% +$57.9M 17.35% 1
2024
Q2 		$13.7M Buy
123,873
+40,953
+49% +$4.52M 3.38% 5
2024
Q1 		$9.16M Buy
82,920
+12,301
+17% +$1.36M 1.57% 19
2023
Q4 		$7.78M Buy
70,619
+10,608
+18% +$1.17M 1.77% 21
2023
Q3 		$6.63M Buy
60,011
+19,892
+50% +$2.19M 1.59% 26
2023
Q2 		$4.43M Sell
40,119
-11,970
-23% -$1.32M 0.98% 39
2023
Q1 		$5.76M Sell
52,089
-15,289
-23% -$1.68M 1.49% 27
2022
Q4 		$7.41M Buy
67,378
+22,982
+52% +$2.53M 2.1% 20
2022
Q3 		$4.88M Sell
44,396
-8,895
-17% -$979K 1.46% 29
2022
Q2 		$5.87M Sell
53,291
-3,056
-5% -$337K 1.57% 27
2022
Q1 		$6.21M Sell
56,347
-5,729
-9% -$632K 1.4% 29
2021
Q4 		$6.85M Sell
62,076
-10,834
-15% -$1.2M 1.36% 31
2021
Q3 		$8.05M Buy
72,910
+2,310
+3% +$255K 1.83% 25
2021
Q2 		$7.8M Sell
70,600
-17,398
-20% -$1.92M 1.8% 30
2021
Q1 		$9.72M Sell
87,998
-15,588
-15% -$1.72M 2.7% 18
2020
Q4 		$11.4M Buy
+103,586
New +$11.5M 3.37% 9

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

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

Bulltick Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 30% in Q1 2026, selling an estimated $10.1M and leaving 215,694 shares worth $23.8M. The position accounts for 5.26% of the portfolio, ranked #2.

Bulltick Wealth Management first reported a position in SHV in Q4 2020 and has held it in 22 quarters since. The position peaked at $95.1M in Q4 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Bulltick Wealth Management held 215,694 shares of iShares 0-1 Year Treasury Bond ETF worth $23.8M as of Q1 2026.
  • Bulltick Wealth Management sold 91,211 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $10.1M.
  • iShares 0-1 Year Treasury Bond ETF made up 5.26% of Bulltick Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Bulltick Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Bulltick Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $95.1M in Q4 2024.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Bulltick Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.