First Wilshire Securities Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

First Wilshire Securities Management’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	$914K	Buy	8,282 +2,944	+55%	+$325K	0.21%	45
2025 Q4	$588K	Buy	5,338 +69	+1%	+$7.61K	0.15%	57
2025 Q3	$582K	Buy	5,269 +55	+1%	+$6.07K	0.15%	56
2025 Q2	$576K	Buy	5,214 +54	+1%	+$5.95K	0.16%	55
2025 Q1	$570K	Buy	5,160 +35	+0.7%	+$3.86K	0.16%	50
2024 Q4	$564K	Buy	5,125 +82	+2%	+$9.04K	0.15%	55
2024 Q3	$558K	Buy	5,043 +43	+0.9%	+$4.75K	0.16%	51
2024 Q2	$553K	Hold	5,000	–	–	0.17%	52
2024 Q1	$553K	Hold	5,000	–	–	0.16%	53
2023 Q4	$551K	Hold	5,000	–	–	0.18%	55
2023 Q3	$552K	Buy	+5,000	New	+$551K	0.19%	54
2021 Q3	–	Sell	-8,000	Closed	-$884K	–	88
2021 Q2	$884K	Hold	8,000	–	–	0.31%	34
2021 Q1	$884K	Sell	8,000 -12,261	-61%	-$1.36M	0.33%	33
2020 Q4	$2.24M	Sell	20,261 -150	-0.7%	-$16.6K	0.9%	26
2020 Q3	$2.26M	Buy	20,411 +3,161	+18%	+$350K	1.08%	22
2020 Q2	$1.91M	Buy	17,250 +8,950	+108%	+$992K	0.88%	25
2020 Q1	$921K	Sell	8,300 -8,425	-50%	-$932K	0.52%	34
2019 Q4	$1.85M	Buy	16,725 +1,728	+12%	+$191K	0.69%	40
2019 Q3	$1.66M	Buy	+14,997	New	+$1.66M	0.63%	38

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

First Wilshire Securities Management's SHV Position: Q1 2026 in Review

First Wilshire Securities Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 55% in Q1 2026, buying an estimated $325K and bringing the position to 8,282 shares worth $914K. The position accounts for 0.21% of the portfolio, ranked #45.

First Wilshire Securities Management first reported a position in SHV in Q3 2019 and has held it in 19 quarters since. The position peaked at $2.26M in Q3 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

First Wilshire Securities Management held 8,282 shares of iShares 0-1 Year Treasury Bond ETF worth $914K as of Q1 2026.
First Wilshire Securities Management bought 2,944 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $325K.
iShares 0-1 Year Treasury Bond ETF made up 0.21% of First Wilshire Securities Management's portfolio in Q1 2026, its #45 holding.
First Wilshire Securities Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and has held it in 19 quarters since.
First Wilshire Securities Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.26M in Q3 2020.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on First Wilshire Securities Management's 13F filing for Q1 2026, filed 12 May 2026.