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

Dover 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
Q1 		$11.2M Buy
101,407
+55,917
+123% +$6.17M 4.63% 3
2025
Q4 		$5.01M Buy
45,490
+20,462
+82% +$2.26M 1.94% 7
2025
Q3 		$2.77M Buy
+25,028
New +$2.76M 1.1% 22

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

Dover Advisors's SHV Position: Q1 2026 in Review

Dover Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 123% in Q1 2026, buying an estimated $6.17M and bringing the position to 101,407 shares worth $11.2M. The position accounts for 4.63% of the portfolio, ranked #3.

Dover Advisors first reported a position in SHV in Q3 2025 and has held it in 3 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Dover Advisors held 101,407 shares of iShares 0-1 Year Treasury Bond ETF worth $11.2M as of Q1 2026.
  • Dover Advisors bought 55,917 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.17M.
  • iShares 0-1 Year Treasury Bond ETF made up 4.63% of Dover Advisors's portfolio in Q1 2026, its #3 holding.
  • Dover Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.