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Crewe Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Crewe Advisors’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
Q2 		$19.4K Buy
+176
New +$19.4K ﹤0.01% 626
2024
Q2 		– Sell
-249
Closed -$27.5K – 1027
2024
Q1 		$27.5K Hold
249
– – ﹤0.01% 448
2023
Q4 		$27.4K Buy
+249
New +$27.4K ﹤0.01% 149
2020
Q1 		– Sell
-209
Closed -$23K – 236
2019
Q4 		$23K Buy
+209
New +$23.1K 0.01% 146

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crewe Advisors's SHV Position: Q2 2026 in Review

Crewe Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 176 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in SHV as recently as Q1 2024.

Crewe Advisors first reported a position in SHV in Q4 2019 and has held it in 4 quarters since. The position peaked at $27.5K in Q1 2024. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Crewe Advisors held 176 shares of iShares 0-1 Year Treasury Bond ETF worth $19.4K as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Crewe Advisors position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #626 holding.
  • Crewe Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Crewe Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $27.5K in Q1 2024.
  • 726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.