Financial Engines Advisors
SHV icon

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

Financial Engines 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 		$17.2M Sell
155,977
-1,063
-0.7% -$117K 0.03% 87
2026
Q1 		$17.3M Buy
157,040
+5,561
+4% +$613K 0.04% 83
2025
Q4 		$16.7M Sell
151,479
-2,697
-2% -$297K 0.03% 83
2025
Q3 		$17M Buy
154,176
+6,153
+4% +$679K 0.03% 80
2025
Q2 		$16.3M Buy
148,023
+1,008
+0.7% +$111K 0.03% 77
2025
Q1 		$16.2M Sell
147,015
-6,511
-4% -$718K 0.03% 75
2024
Q4 		$16.9M Sell
153,526
-8,207
-5% -$905K 0.04% 78
2024
Q3 		$17.9M Sell
161,733
-29,602
-15% -$3.27M 0.04% 67
2024
Q2 		$21.1M Buy
191,335
+15,695
+9% +$1.73M 0.05% 64
2024
Q1 		$19.4M Sell
175,640
-2,510
-1% -$277K 0.04% 60
2023
Q4 		$19.6M Sell
178,150
-18,154
-9% -$2M 0.05% 60
2023
Q3 		$21.7M Sell
196,304
-12,063
-6% -$1.33M 0.06% 56
2023
Q2 		$23M Sell
208,367
-239
-0.1% -$26.3K 0.06% 59
2023
Q1 		$23.1M Sell
208,606
-26,910
-11% -$2.96M 0.06% 57
2022
Q4 		$25.9M Sell
235,516
-95,142
-29% -$10.5M 0.07% 63
2022
Q3 		$36.4M Sell
330,658
-30,737
-9% -$3.38M 0.12% 55
2022
Q2 		$39.8M Sell
361,395
-37,896
-9% -$4.17M 0.12% 55
2022
Q1 		$44M Buy
399,291
+170,394
+74% +$18.8M 0.12% 53
2021
Q4 		$25.3M Sell
228,897
-5,354
-2% -$591K 0.07% 53
2021
Q3 		$25.9M Sell
234,251
-14,743
-6% -$1.63M 0.08% 53
2021
Q2 		$27.5M Buy
248,994
+10,863
+5% +$1.2M 0.08% 53
2021
Q1 		$26.3M Sell
238,131
-337
-0.1% -$37.2K 0.08% 53
2020
Q4 		$26.4M Buy
238,468
+28,966
+14% +$3.2M 0.09% 53
2020
Q3 		$23.2M Buy
209,502
+33,858
+19% +$3.75M 0.09% 52
2020
Q2 		$19.5M Buy
175,644
+160,319
+1,046% +$17.8M 0.09% 52
2020
Q1 		$1.7M Buy
+15,325
New +$1.7M 0.01% 85
2019
Q4 		– Sell
-15,501
Closed -$2.04M – 138
2019
Q3 		$2.04M Sell
15,501
-57,332
-79% -$6.34M 0.01% 70
2019
Q2 		$8.06M Buy
72,833
+12,650
+21% +$1.4M 0.05% 45
2019
Q1 		$6.65M Buy
60,183
+40,674
+208% +$4.49M 0.04% 45
2018
Q4 		$2.15M Buy
+19,509
New +$2.15M 0.01% 63

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
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors's SHV Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.68% in Q2 2026, selling an estimated $117K and leaving 155,977 shares worth $17.2M. The position accounts for 0.03% of the portfolio, ranked #87.

Financial Engines Advisors first reported a position in SHV in Q4 2018 and has held it in 30 quarters since. The position peaked at $44M in Q1 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Financial Engines Advisors held 155,977 shares of iShares 0-1 Year Treasury Bond ETF worth $17.2M as of Q2 2026.
  • Financial Engines Advisors sold 1,063 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $117K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Financial Engines Advisors's portfolio in Q2 2026, its #87 holding.
  • Financial Engines Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Engines Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $44M in Q1 2022.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.