Envestnet Portfolio Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Envestnet Portfolio Solutions’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	$771K	Sell	6,991 -70,774	-91%	-$7.8M	﹤0.01%	810
2026 Q1	$8.58M	Buy	77,765 +70,276	+938%	+$7.75M	0.05%	210
2025 Q4	$825K	Buy	7,489 +470	+7%	+$51.8K	﹤0.01%	832
2025 Q3	$776K	Sell	7,019 -1,551	-18%	-$171K	﹤0.01%	838
2025 Q2	$946K	Sell	8,570 -13,738	-62%	-$1.51M	﹤0.01%	808
2025 Q1	$1.32M	Buy	22,308 +2,088	+10%	+$230K	0.01%	718
2024 Q4	$2.23M	Buy	20,220 +7,333	+57%	+$809K	0.01%	631
2024 Q3	$1.43M	Sell	12,887 -10,699	-45%	-$1.18M	﹤0.01%	781
2024 Q2	$2.61M	Buy	23,586 +945	+4%	+$104K	0.01%	566
2024 Q1	$2.5M	Buy	22,641 +661	+3%	+$72.9K	0.01%	569
2023 Q4	$2.42M	Sell	21,980 -1,996	-8%	-$220K	0.01%	538
2023 Q3	$2.65M	Buy	+23,976	New	+$2.64M	0.01%	469

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

Envestnet Portfolio Solutions's SHV Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 91% in Q2 2026, selling an estimated $7.8M and leaving 6,991 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Envestnet Portfolio Solutions first reported a position in SHV in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.58M in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Envestnet Portfolio Solutions held 6,991 shares of iShares 0-1 Year Treasury Bond ETF worth $771K as of Q2 2026.
Envestnet Portfolio Solutions sold 70,774 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.8M.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #810 holding.
Envestnet Portfolio Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $8.58M in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.