CMBA
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C.M. Bidwell & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

C.M. Bidwell & Associates’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
Q2 		$58K Hold
526
– – 0.02% 228
2026
Q1 		$58.1K Hold
526
– – 0.03% 214
2025
Q4 		$57.9K Hold
526
– – 0.03% 220
2025
Q3 		$58.1K Hold
526
– – 0.03% 213
2025
Q2 		$58.1K Hold
526
– – 0.03% 216
2025
Q1 		$58.1K Hold
526
– – 0.04% 207
2024
Q4 		$57.9K Hold
526
– – 0.04% 217
2024
Q3 		$58.2K Hold
526
– – 0.04% 216
2024
Q2 		$58.1K Hold
526
– – 0.04% 218
2024
Q1 		$58.1K Hold
526
– – 0.04% 218
2023
Q4 		$57.9K Hold
526
– – 0.04% 210
2023
Q3 		$58.1K Hold
526
– – 0.04% 275
2023
Q2 		$58.1K Hold
526
– – 0.04% 278
2023
Q1 		$58.1K Hold
526
– – 0.04% 290
2022
Q4 		$57.8K Hold
526
– – 0.05% 284
2022
Q3 		$58K Hold
526
– – 0.05% 271
2022
Q2 		$58K Hold
526
– – 0.05% 266
2022
Q1 		$58K Hold
526
– – 0.04% 281
2021
Q4 		$58K Hold
526
– – 0.04% 286
2021
Q3 		$58K Hold
526
– – 0.04% 290
2021
Q2 		$58K Hold
526
– – 0.04% 292
2021
Q1 		$58K Sell
526
-405
-44% -$44.8K 0.04% 292
2020
Q4 		$103K Hold
931
– – 0.08% 233
2020
Q3 		$103K Hold
931
– – 0.09% 206
2020
Q2 		$103K Hold
931
– – 0.09% 206
2020
Q1 		$103K Buy
931
+405
+77% +$44.8K 0.11% 167
2019
Q4 		$58K Buy
+526
New +$58.1K 0.05% 223

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

C.M. Bidwell & Associates's SHV Position: Q2 2026 in Review

C.M. Bidwell & Associates held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 526 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #228.

C.M. Bidwell & Associates first reported a position in SHV in Q4 2019 and has held it in 27 quarters since. The position peaked at $103K in Q4 2020. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • C.M. Bidwell & Associates held 526 shares of iShares 0-1 Year Treasury Bond ETF worth $58K as of Q2 2026.
  • C.M. Bidwell & Associates left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #228 holding.
  • C.M. Bidwell & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • C.M. Bidwell & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $103K in Q4 2020.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.