EWA
SHV icon

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

Exencial 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 		$581K Buy
5,266
+22
+0.4% +$2.43K 0.02% 373
2025
Q4 		$578K Sell
5,244
-18
-0.3% -$1.99K 0.02% 369
2025
Q3 		$581K Buy
5,262
+23
+0.4% +$2.54K 0.02% 356
2025
Q2 		$579K Sell
5,239
-527
-9% -$58.1K 0.02% 351
2025
Q1 		$637K Buy
5,766
+1,108
+24% +$122K 0.02% 339
2024
Q4 		$513K Sell
4,658
-893
-16% -$98.5K 0.02% 357
2024
Q3 		$614K Sell
5,551
-2
-0% -$221 0.02% 330
2024
Q2 		$614K Buy
5,553
+618
+13% +$68.2K 0.02% 328
2024
Q1 		$546K Buy
4,935
+1,377
+39% +$152K 0.02% 342
2023
Q4 		$392K Buy
+3,558
New +$392K 0.02% 383
2021
Q1 		– Sell
-43,129
Closed -$4.77M – 437
2020
Q4 		$4.77M Sell
43,129
-48,238
-53% -$5.34M 0.33% 102
2020
Q3 		$10.1M Buy
91,367
+44,532
+95% +$4.93M 0.54% 53
2020
Q2 		$5.19M Buy
+46,835
New +$5.19M 0.45% 73

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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Exencial Wealth Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.42% in Q1 2026, buying an estimated $2.43K and bringing the position to 5,266 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #373.

Exencial Wealth Advisors first reported a position in SHV in Q2 2020 and has held it in 13 quarters since. The position peaked at $10.1M in Q3 2020. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Exencial Wealth Advisors held 5,266 shares of iShares 0-1 Year Treasury Bond ETF worth $581K as of Q1 2026.
  • Exencial Wealth Advisors bought 22 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.43K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #373 holding.
  • Exencial Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 13 quarters since.
  • Exencial Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $10.1M in Q3 2020.
  • 739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.