CWM
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Chicago Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Chicago 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 		$2.69M Buy
24,400
+11,320
+87% +$1.25M 1.08% 25
2025
Q4 		$1.44M Buy
+13,080
New +$1.44M 0.58% 26
2025
Q3 		– Sell
-85,371
Closed -$9.43M – 53
2025
Q2 		$9.43M Sell
85,371
-7,050
-8% -$777K 4.49% 12
2025
Q1 		$10.2M Buy
+92,421
New +$10.2M 5.35% 7
2024
Q3 		– Sell
-14,856
Closed -$1.64M – 52
2024
Q2 		$1.64M Sell
14,856
-1,615
-10% -$178K 0.94% 22
2024
Q1 		$1.82M Buy
16,471
+14,388
+691% +$1.59M 1.08% 22
2023
Q4 		$229K Sell
2,083
-258
-11% -$28.4K 0.16% 42
2023
Q3 		$259K Buy
2,341
+21
+0.9% +$2.31K 0.2% 36
2023
Q2 		$256K Buy
2,320
+31
+1% +$3.42K 0.2% 35
2023
Q1 		$253K Sell
2,289
-165,040
-99% -$18.2M 0.2% 39
2022
Q4 		$18.4M Buy
167,329
+153,683
+1,126% +$16.9M 15.86% 1
2022
Q3 		$1.5M Sell
13,646
-103,775
-88% -$11.4M 1.44% 13
2022
Q2 		$12.9M Buy
117,421
+114,842
+4,453% +$12.7M 11.55% 2
2022
Q1 		$284K Sell
2,579
-185
-7% -$20.4K 0.19% 39
2021
Q4 		$305K Sell
2,764
-104,303
-97% -$11.5M 0.2% 37
2021
Q3 		$11.8M Buy
107,067
+88,274
+470% +$9.75M 8.62% 2
2021
Q2 		$2.08M Buy
18,793
+11,810
+169% +$1.31M 1.49% 16
2021
Q1 		$772K Buy
+6,983
New +$772K 0.61% 24
2020
Q4 		– Sell
-39,615
Closed -$4.38M – 32
2020
Q3 		$4.38M Buy
39,615
+5,528
+16% +$612K 4.96% 10
2020
Q2 		$3.77M Sell
34,087
-522,608
-94% -$57.9M 4.61% 13
2020
Q1 		$61.8M Buy
556,695
+505,366
+985% +$55.9M 73.02% 1
2019
Q4 		$5.67M Buy
+51,329
New +$5.67M 5.45% 7

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 $462M AUM 52.29% 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

Chicago Wealth Management's SHV Position: Q1 2026 in Review

Chicago Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 87% in Q1 2026, buying an estimated $1.25M and bringing the position to 24,400 shares worth $2.69M. The position accounts for 1.08% of the portfolio, ranked #25.

Chicago Wealth Management first reported a position in SHV in Q4 2019 and has held it in 22 quarters since. The position peaked at $61.8M in Q1 2020. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Chicago Wealth Management held 24,400 shares of iShares 0-1 Year Treasury Bond ETF worth $2.69M as of Q1 2026.
  • Chicago Wealth Management bought 11,320 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.25M.
  • iShares 0-1 Year Treasury Bond ETF made up 1.08% of Chicago Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Chicago Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Chicago Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $61.8M in Q1 2020.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.