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

EverSource 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	$2.32K	Buy	+21	New	+$2.31K	﹤0.01%	3668
2025 Q4	–	Sell	-1	Closed	-$70	–	4424
2025 Q3	$70	Hold	1	–	–	﹤0.01%	4227
2025 Q2	$69	Hold	1	–	–	﹤0.01%	4167
2025 Q1	$69	Sell	1 -10	-91%	-$1.1K	﹤0.01%	3870
2024 Q4	$1.18K	Buy	+11	New	+$1.21K	﹤0.01%	2904
2024 Q1	–	Sell	-737	Closed	-$81.2K	–	2983
2023 Q4	$81.2K	Buy	+737	New	+$81.2K	0.01%	720

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

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

EverSource Wealth Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 21 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #3668 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in SHV as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in SHV in Q4 2023 and has held it in 6 quarters since. The position peaked at $81.2K in Q4 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

EverSource Wealth Advisors held 21 shares of iShares 0-1 Year Treasury Bond ETF worth $2.32K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new EverSource Wealth Advisors position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3668 holding.
EverSource Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 6 quarters since.
EverSource Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $81.2K in Q4 2023.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.