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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
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
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

Edgemoor Investment Advisors's SHV Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.9% in Q1 2026, selling an estimated $22.1K and leaving 10,510 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #93.

Edgemoor Investment Advisors first reported a position in SHV in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.11M in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Edgemoor Investment Advisors held 10,510 shares of iShares 0-1 Year Treasury Bond ETF worth $1.16M as of Q1 2026.
  • Edgemoor Investment Advisors sold 200 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $22.1K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.09% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #93 holding.
  • Edgemoor Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Edgemoor Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.11M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.