Fiduciary Alliance’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fiduciary Alliance’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	$312K	Sell	2,833 -29,830	-91%	-$3.29M	0.02%	442
2025 Q4	$3.6M	Buy	32,663 +1,958	+6%	+$216K	0.24%	101
2025 Q3	$3.39M	Buy	30,705 +1,659	+6%	+$183K	0.23%	100
2025 Q2	$3.21M	Sell	29,046 -484	-2%	-$53.4K	0.24%	101
2025 Q1	$3.26M	Sell	29,530 -478	-2%	-$52.7K	0.32%	75
2024 Q4	$3.3M	Buy	30,008 +325	+1%	+$35.8K	0.33%	74
2024 Q3	$3.28M	Sell	29,683 -5,326	-15%	-$588K	0.44%	60
2024 Q2	$3.85M	Buy	35,009 +3,936	+13%	+$434K	0.63%	47
2024 Q1	$3.42M	Buy	31,073 +4,401	+17%	+$486K	0.6%	46
2023 Q4	$2.94M	Buy	26,672 +13,134	+97%	+$1.45M	0.58%	49
2023 Q3	$1.5M	Sell	13,538 -3,523	-21%	-$388K	0.35%	59
2023 Q2	$1.88M	Buy	17,061 +287	+2%	+$31.6K	0.4%	56
2023 Q1	$1.85M	Sell	16,774 -2,204	-12%	-$243K	0.47%	56
2022 Q4	$2.09M	Buy	+18,978	New	+$2.09M	0.54%	54

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Alliance's SHV Position: Q1 2026 in Review

Fiduciary Alliance reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 91% in Q1 2026, selling an estimated $3.29M and leaving 2,833 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #442.

Fiduciary Alliance first reported a position in SHV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.85M in Q2 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Fiduciary Alliance held 2,833 shares of iShares 0-1 Year Treasury Bond ETF worth $312K as of Q1 2026.
Fiduciary Alliance sold 29,830 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.29M.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #442 holding.
Fiduciary Alliance first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Fiduciary Alliance's iShares 0-1 Year Treasury Bond ETF position peaked at $3.85M in Q2 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.