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

Evergreen 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 		$43.1K Buy
+390
New +$43K 0.01% 69
2020
Q4 		– Sell
-9,701
Closed -$1.07M – 15
2020
Q3 		$1.07M Sell
9,701
-1,490
-13% -$165K 0.49% 5
2020
Q2 		$1.24M Sell
11,191
-2,680
-19% -$297K 0.6% 5
2020
Q1 		$1.54M Buy
+13,871
New +$1.54M 0.86% 5

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

Evergreen Advisors's SHV Position: Q1 2026 in Review

Evergreen Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 390 shares worth $43.1K. The stake represents 0.01% of the portfolio and ranks #69 among its holdings. This is a return to the name: Evergreen Advisors previously reported a position in SHV as recently as Q3 2020.

Evergreen Advisors first reported a position in SHV in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.54M in Q1 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Evergreen Advisors held 390 shares of iShares 0-1 Year Treasury Bond ETF worth $43.1K as of Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Evergreen Advisors position in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Evergreen Advisors's portfolio in Q1 2026, its #69 holding.
  • Evergreen Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 4 quarters since.
  • Evergreen Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.54M in Q1 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.