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Calton & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Calton & 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 		$3.52M Buy
31,845
+15,329
+93% +$1.69M 0.51% 44
2025
Q4 		$1.82M Buy
16,516
+9,174
+125% +$1.01M 0.27% 73
2025
Q3 		$811K Sell
7,342
-8,585
-54% -$947K 0.12% 158
2025
Q2 		$1.76M Buy
15,927
+13,775
+640% +$1.52M 0.3% 69
2025
Q1 		$238K Buy
+2,152
New +$237K 0.05% 282
2023
Q2 		– Sell
-2,791
Closed -$308K – 238
2023
Q1 		$308K Sell
2,791
-1,245
-31% -$137K 0.14% 147
2022
Q4 		$444K Buy
4,036
+1,351
+50% +$148K 0.17% 143
2022
Q3 		$295K Sell
2,685
-9
-0.3% -$990 0.17% 139
2022
Q2 		$296K Sell
2,694
-1,021
-27% -$112K 0.16% 156
2022
Q1 		$409K Sell
3,715
-1,950
-34% -$215K 0.12% 195
2021
Q4 		$625K Sell
5,665
-5,549
-49% -$613K 0.17% 151
2021
Q3 		$1.24M Sell
11,214
-35,435
-76% -$3.91M 0.27% 93
2021
Q2 		$5.15M Sell
46,649
-26,294
-36% -$2.91M 0.98% 18
2021
Q1 		$8.06M Sell
72,943
-18,341
-20% -$2.03M 1.57% 12
2020
Q4 		$10.1M Sell
91,284
-19,421
-18% -$2.15M 1.8% 13
2020
Q3 		$12.3M Sell
110,705
-10,774
-9% -$1.19M 2.52% 10
2020
Q2 		$13.5M Sell
121,479
-24,690
-17% -$2.74M 2.93% 5
2020
Q1 		$16.2M Buy
146,169
+36,850
+34% +$4.08M 4.02% 4
2019
Q4 		$12.1M Sell
109,319
-1,557
-1% -$172K 2.43% 7
2019
Q3 		$12.3M Buy
110,876
+12,552
+13% +$1.39M 2.72% 8
2019
Q2 		$10.9M Buy
98,324
+7,353
+8% +$812K 3.07% 6
2019
Q1 		$10.1M Buy
90,971
+63,852
+235% +$7.05M 3.06% 6
2018
Q4 		$2.99M Buy
+27,119
New +$2.99M 1.1% 14

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

Calton & Associates's SHV Position: Q1 2026 in Review

Calton & Associates increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 93% in Q1 2026, buying an estimated $1.69M and bringing the position to 31,845 shares worth $3.52M. The position accounts for 0.51% of the portfolio, ranked #44.

Calton & Associates first reported a position in SHV in Q4 2018 and has held it in 23 quarters since. The position peaked at $16.2M in Q1 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Calton & Associates held 31,845 shares of iShares 0-1 Year Treasury Bond ETF worth $3.52M as of Q1 2026.
  • Calton & Associates bought 15,329 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.69M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.51% of Calton & Associates's portfolio in Q1 2026, its #44 holding.
  • Calton & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • Calton & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $16.2M in Q1 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.