EWA
SHV icon

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

ERTS 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
Q1 		$446K Sell
4,037
-3,432
-46% -$378K 0.14% 22
2025
Q4 		$823K Buy
7,469
+53
+0.7% +$5.84K 0.26% 21
2025
Q3 		$819K Sell
7,416
-14
-0.2% -$1.54K 0.26% 21
2025
Q2 		$820K Buy
7,430
+1,164
+19% +$128K 0.28% 22
2025
Q1 		$692K Buy
6,266
+169
+3% +$18.6K 0.13% 37
2024
Q4 		$671K Sell
6,097
-194
-3% -$21.4K 0.13% 40
2024
Q3 		$696K Sell
6,291
-198
-3% -$21.9K 0.13% 39
2024
Q2 		$717K Buy
6,489
+103
+2% +$11.4K 0.14% 38
2024
Q1 		$706K Buy
6,386
+4,468
+233% +$493K 0.14% 36
2023
Q4 		$211K Buy
1,918
+13
+0.7% +$1.43K 0.05% 87
2023
Q3 		$210K Buy
1,905
+5
+0.3% +$551 0.05% 80
2023
Q2 		$210K Sell
1,900
-1,906
-50% -$210K 0.05% 86
2023
Q1 		$421K Sell
3,806
-10,181
-73% -$1.12M 0.1% 54
2022
Q4 		$1.54M Sell
13,987
-21,922
-61% -$2.41M 0.4% 28
2022
Q3 		$3.95M Buy
35,909
+29,008
+420% +$3.19M 1.11% 14
2022
Q2 		$760K Buy
6,901
+4,398
+176% +$485K 0.22% 37
2022
Q1 		$276K Sell
2,503
-30,680
-92% -$3.38M 0.08% 72
2021
Q4 		$3.66M Buy
33,183
+39
+0.1% +$4.31K 0.87% 15
2021
Q3 		$3.66M Buy
33,144
+17,139
+107% +$1.89M 0.96% 16
2021
Q2 		$1.77M Buy
16,005
+5,246
+49% +$580K 0.48% 20
2021
Q1 		$1.19M Buy
10,759
+1,151
+12% +$127K 0.35% 29
2020
Q4 		$1.06M Sell
9,608
-7,010
-42% -$775K 0.34% 29
2020
Q3 		$1.84M Buy
16,618
+1,597
+11% +$177K 0.69% 20
2020
Q2 		$1.66M Sell
15,021
-36
-0.2% -$3.99K 0.67% 21
2020
Q1 		$1.67M Sell
15,057
-15,728
-51% -$1.74M 0.81% 20
2019
Q4 		$3.4M Sell
30,785
-5,965
-16% -$659K 1.53% 10
2019
Q3 		$4.07M Buy
36,750
+3,124
+9% +$345K 2.06% 10
2019
Q2 		$3.72M Buy
33,626
+8,386
+33% +$927K 2.05% 12
2019
Q1 		$2.79M Buy
25,240
+24,099
+2,112% +$2.66M 1.66% 13
2018
Q4 		$126K Buy
+1,141
New +$126K 0.09% 98

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

ERTS Wealth Advisors's SHV Position: Q1 2026 in Review

ERTS Wealth Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 46% in Q1 2026, selling an estimated $378K and leaving 4,037 shares worth $446K. The position accounts for 0.14% of the portfolio, ranked #22.

ERTS Wealth Advisors first reported a position in SHV in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.07M in Q3 2019. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • ERTS Wealth Advisors held 4,037 shares of iShares 0-1 Year Treasury Bond ETF worth $446K as of Q1 2026.
  • ERTS Wealth Advisors sold 3,432 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $378K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.14% of ERTS Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • ERTS Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • ERTS Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $4.07M in Q3 2019.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.