EWA
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EP Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

EP Wealth 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 		$1.06M Buy
9,586
+5,755
+150% +$634K ﹤0.01% 731
2026
Q1 		$423K Sell
3,831
-4,498
-54% -$496K ﹤0.01% 980
2025
Q4 		$917K Buy
+8,329
New +$918K ﹤0.01% 647
2025
Q2 		$619K Buy
5,605
+2,197
+64% +$242K ﹤0.01% 704
2025
Q1 		$376K Sell
3,408
-616
-15% -$67.9K ﹤0.01% 813
2024
Q4 		$443K Sell
4,024
-4,923
-55% -$543K ﹤0.01% 729
2024
Q3 		$990K Buy
8,947
+4,783
+115% +$528K 0.01% 498
2024
Q2 		$460K Buy
4,164
+1,681
+68% +$185K ﹤0.01% 556
2024
Q1 		$274K Sell
2,483
-1,152
-32% -$127K ﹤0.01% 656
2023
Q4 		$400K Buy
3,635
+1,193
+49% +$132K 0.01% 547
2023
Q3 		$270K Sell
2,442
-1,476
-38% -$163K ﹤0.01% 580
2023
Q2 		$308K Sell
3,918
-3,713
-49% -$409K ﹤0.01% 559
2023
Q1 		$366K Buy
7,631
+6,175
+424% +$680K 0.01% 451
2022
Q4 		$160K Buy
+1,456
New +$160K ﹤0.01% 568

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

EP Wealth Advisors's SHV Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 150% in Q2 2026, buying an estimated $634K and bringing the position to 9,586 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #731.

EP Wealth Advisors first reported a position in SHV in Q4 2022 and has held it in 14 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • EP Wealth Advisors held 9,586 shares of iShares 0-1 Year Treasury Bond ETF worth $1.06M as of Q2 2026.
  • EP Wealth Advisors bought 5,755 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $634K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #731 holding.
  • EP Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.