CCWM
SHV icon

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

Cassaday & Co 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 		$289K Buy
2,617
+1
+0% +$110 0.01% 290
2025
Q4 		$288K Buy
2,616
+50
+2% +$5.51K 0.01% 294
2025
Q3 		$284K Sell
2,566
-64
-2% -$7.06K 0.01% 286
2025
Q2 		$290K Buy
2,630
+480
+22% +$52.9K 0.01% 278
2025
Q1 		$237K Sell
2,150
-136
-6% -$15K 0.01% 289
2024
Q4 		$252K Sell
2,286
-110
-5% -$12.1K 0.01% 279
2024
Q3 		$265K Buy
2,396
+146
+6% +$16.1K 0.01% 262
2024
Q2 		$249K Sell
2,250
-3
-0.1% -$331 0.01% 252
2024
Q1 		$249K Buy
2,253
+62
+3% +$6.84K 0.01% 252
2023
Q4 		$241K Sell
2,191
-56
-2% -$6.17K 0.01% 248
2023
Q3 		$248K Sell
2,247
-62
-3% -$6.83K 0.01% 213
2023
Q2 		$255K Sell
2,309
-4,068
-64% -$448K 0.01% 217
2023
Q1 		$705K Sell
6,377
-7,436
-54% -$819K 0.03% 128
2022
Q4 		$1.52M Buy
+13,813
New +$1.52M 0.07% 65

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

Cassaday & Co Wealth Management's SHV Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.04% in Q1 2026, buying an estimated $110 and bringing the position to 2,617 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #290.

Cassaday & Co Wealth Management first reported a position in SHV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.52M in Q4 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Cassaday & Co Wealth Management held 2,617 shares of iShares 0-1 Year Treasury Bond ETF worth $289K as of Q1 2026.
  • Cassaday & Co Wealth Management bought 1 iShares 0-1 Year Treasury Bond ETF share in Q1 2026, an estimated $110.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #290 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.52M in Q4 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.