Consilium Wealth Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Consilium Wealth Advisory’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	$1.01M	Sell	9,125 -269	-3%	-$29.7K	0.34%	44
2025 Q4	$1.03M	Sell	9,394 -55	-0.6%	-$6.07K	0.38%	41
2025 Q3	$1.04M	Buy	9,449 +1,782	+23%	+$197K	0.4%	41
2025 Q2	$847K	Buy	7,667 +3,599	+88%	+$397K	0.36%	47
2025 Q1	$449K	Buy	4,068 +560	+16%	+$61.8K	0.23%	66
2024 Q4	$386K	Buy	3,508 +77	+2%	+$8.49K	0.18%	68
2024 Q3	$380K	Buy	3,431 +798	+30%	+$88.1K	0.21%	65
2024 Q2	$291K	Buy	2,633 +409	+18%	+$45.1K	0.16%	76
2024 Q1	$246K	Buy	+2,224	New	+$245K	0.14%	79

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Consilium Wealth Advisory's SHV Position: Q1 2026 in Review

Consilium Wealth Advisory reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.9% in Q1 2026, selling an estimated $29.7K and leaving 9,125 shares worth $1.01M. The position accounts for 0.34% of the portfolio, ranked #44.

Consilium Wealth Advisory first reported a position in SHV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2025. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Consilium Wealth Advisory held 9,125 shares of iShares 0-1 Year Treasury Bond ETF worth $1.01M as of Q1 2026.
Consilium Wealth Advisory sold 269 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $29.7K.
iShares 0-1 Year Treasury Bond ETF made up 0.34% of Consilium Wealth Advisory's portfolio in Q1 2026, its #44 holding.
Consilium Wealth Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Consilium Wealth Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $1.04M in Q3 2025.
737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.