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

Edgemoor Investment 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	$1.13M	Sell	10,260 -250	-2%	-$27.6K	0.08%	97
2026 Q1	$1.16M	Sell	10,510 -200	-2%	-$22.1K	0.09%	93
2025 Q4	$1.18M	Sell	10,710 -395	-4%	-$43.6K	0.09%	91
2025 Q3	$1.23M	Sell	11,105 -300	-3%	-$33.1K	0.09%	91
2025 Q2	$1.26M	Sell	11,405 -2,205	-16%	-$243K	0.11%	86
2025 Q1	$1.5M	Sell	13,610 -685	-5%	-$75.5K	0.14%	79
2024 Q4	$1.57M	Sell	14,295 -200	-1%	-$22.1K	0.14%	79
2024 Q3	$1.6M	Sell	14,495 -2,430	-14%	-$268K	0.14%	75
2024 Q2	$1.87M	Sell	16,925 -815	-5%	-$89.9K	0.17%	65
2024 Q1	$1.96M	Sell	17,740 -99	-0.6%	-$10.9K	0.19%	70
2023 Q4	$1.96M	Sell	17,839 -500	-3%	-$55.1K	0.21%	70
2023 Q3	$2.03M	Buy	18,339 +200	+1%	+$22K	0.24%	67
2023 Q2	$2M	Sell	18,139 -955	-5%	-$105K	0.23%	68
2023 Q1	$2.11M	Buy	19,094 +345	+2%	+$38K	0.26%	65
2022 Q4	$2.06M	Buy	18,749 +1,640	+10%	+$180K	0.26%	67
2022 Q3	$1.88M	Buy	+17,109	New	+$1.88M	0.25%	68

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Edgemoor Investment Advisors's SHV Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.4% in Q2 2026, selling an estimated $27.6K and leaving 10,260 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #97.

Edgemoor Investment Advisors first reported a position in SHV in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.11M in Q1 2023. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Edgemoor Investment Advisors held 10,260 shares of iShares 0-1 Year Treasury Bond ETF worth $1.13M as of Q2 2026.
Edgemoor Investment Advisors sold 250 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.6K.
iShares 0-1 Year Treasury Bond ETF made up 0.08% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #97 holding.
Edgemoor Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Edgemoor Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.11M in Q1 2023.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.