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Burling Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Burling Wealth Partners’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 		$5.63M Buy
+51,027
New +$5.63M 0.91% 32
2025
Q4 		– Sell
-61,073
Closed -$6.75M – 189
2025
Q3 		$6.75M Buy
61,073
+30,866
+102% +$3.4M 1.12% 24
2025
Q2 		$3.34M Buy
+30,207
New +$3.33M 0.62% 47

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

Burling Wealth Partners's SHV Position: Q1 2026 in Review

Burling Wealth Partners opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 51,027 shares worth $5.63M. The stake represents 0.91% of the portfolio and ranks #32 among its holdings. This is a return to the name: Burling Wealth Partners previously reported a position in SHV as recently as Q3 2025.

Burling Wealth Partners first reported a position in SHV in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.75M in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Burling Wealth Partners held 51,027 shares of iShares 0-1 Year Treasury Bond ETF worth $5.63M as of Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Burling Wealth Partners position in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.91% of Burling Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Burling Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Burling Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $6.75M in Q3 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

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