FWP
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FAS Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

FAS Wealth Partners’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 		– Sell
-213
Closed -$23.5K – 540
2025
Q4 		$23.5K Buy
+213
New +$23.5K ﹤0.01% 432
2023
Q4 		– Sell
-232
Closed -$25.6K – 442
2023
Q3 		$25.6K Hold
232
– – ﹤0.01% 361
2023
Q2 		$25.6K Buy
232
+70
+43% +$7.72K ﹤0.01% 340
2023
Q1 		$17.9K Buy
162
+1
+0.6% +$110 ﹤0.01% 378
2022
Q4 		$17.7K Buy
161
+135
+519% +$14.8K ﹤0.01% 373
2022
Q3 		$3K Hold
26
– – ﹤0.01% 386
2022
Q2 		$3K Hold
26
– – ﹤0.01% 389
2022
Q1 		$3K Sell
26
-222
-90% -$24.5K ﹤0.01% 383
2021
Q4 		$27K Hold
248
– – ﹤0.01% 362
2021
Q3 		$27K Hold
248
– – ﹤0.01% 356
2021
Q2 		$27K Sell
248
-53
-18% -$5.86K ﹤0.01% 338
2021
Q1 		$33K Sell
301
-712
-70% -$78.7K ﹤0.01% 309
2020
Q4 		$112K Sell
1,013
-149
-13% -$16.5K 0.01% 266
2020
Q3 		$129K Sell
1,162
-832
-42% -$92.1K 0.02% 238
2020
Q2 		$221K Sell
1,994
-382
-16% -$42.3K 0.03% 210
2020
Q1 		$264K Buy
2,376
+7
+0.3% +$775 0.05% 184
2019
Q4 		$262K Buy
+2,369
New +$262K 0.04% 175

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

FAS Wealth Partners's SHV Position: Q1 2026 in Review

FAS Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 213 shares — an estimated $23.5K sold.

FAS Wealth Partners first reported a position in SHV in Q4 2019 and held it in 17 quarters. The position peaked at $264K in Q1 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • FAS Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • FAS Wealth Partners sold 213 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $23.5K.
  • FAS Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 17 quarters.
  • FAS Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $264K in Q1 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.