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
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 $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

C.M. Bidwell & Associates's SHV Position: Q1 2026 in Review

C.M. Bidwell & Associates held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 526 shares worth $58.1K. The position accounts for 0.03% of the portfolio, ranked #214.

C.M. Bidwell & Associates first reported a position in SHV in Q4 2019 and has held it in 26 quarters since. The position peaked at $103K in Q4 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • C.M. Bidwell & Associates held 526 shares of iShares 0-1 Year Treasury Bond ETF worth $58.1K as of Q1 2026.
  • C.M. Bidwell & Associates left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #214 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 26 quarters since.
  • C.M. Bidwell & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $103K in Q4 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.