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

Fortis 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 		$908K Buy
8,228
+48
+0.6% +$5.29K 0.46% 41
2025
Q4 		$901K Buy
8,180
+106
+1% +$11.7K 0.49% 40
2025
Q3 		$892K Buy
8,074
+83
+1% +$9.15K 0.5% 40
2025
Q2 		$882K Buy
7,991
+83
+1% +$9.15K 0.57% 30
2025
Q1 		$873K Buy
7,908
+55
+0.7% +$6.07K 0.57% 34
2024
Q4 		$865K Buy
7,853
+117
+2% +$12.9K 0.57% 35
2024
Q3 		$856K Buy
7,736
+99
+1% +$10.9K 0.55% 36
2024
Q2 		$844K Buy
7,637
+98
+1% +$10.8K 0.59% 34
2024
Q1 		$833K Buy
7,539
+62
+0.8% +$6.84K 0.56% 36
2023
Q4 		$823K Buy
7,477
+130
+2% +$14.3K 0.59% 33
2023
Q3 		$812K Buy
7,347
+89
+1% +$9.81K 0.61% 33
2023
Q2 		$802K Buy
7,258
+84
+1% +$9.26K 0.57% 28
2023
Q1 		$793K Sell
7,174
-866
-11% -$95.4K 0.52% 31
2022
Q4 		$884K Buy
8,040
+4,117
+105% +$453K 0.67% 25
2022
Q3 		$432K Buy
3,923
+13
+0.3% +$1.43K 0.31% 45
2022
Q2 		$431K Buy
3,910
+4
+0.1% +$441 0.29% 47
2022
Q1 		$431K Hold
3,906
– – 0.24% 59
2021
Q4 		$431K Hold
3,906
– – 0.25% 57
2021
Q3 		$432K Hold
3,906
– – 0.26% 54
2021
Q2 		$432K Hold
3,906
– – 0.25% 62
2021
Q1 		$432K Hold
3,906
– – 0.31% 48
2020
Q4 		$432K Buy
3,906
+6
+0.2% +$664 0.38% 39
2020
Q3 		$432K Sell
3,900
-10,457
-73% -$1.16M 0.4% 32
2020
Q2 		$1.59M Buy
14,357
+125
+0.9% +$13.9K 1.58% 16
2020
Q1 		$1.58M Buy
14,232
+272
+2% +$30.1K 1.06% 19
2019
Q4 		$1.54M Buy
13,960
+1,461
+12% +$162K 0.93% 21
2019
Q3 		$1.38M Buy
12,499
+70
+0.6% +$7.74K 0.65% 23
2019
Q2 		$1.38M Buy
12,429
+1,968
+19% +$217K 0.67% 22
2019
Q1 		$1.16M Buy
+10,461
New +$1.16M 0.61% 22

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

Fortis Advisors's SHV Position: Q1 2026 in Review

Fortis Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.59% in Q1 2026, buying an estimated $5.29K and bringing the position to 8,228 shares worth $908K. The position accounts for 0.46% of the portfolio, ranked #41.

Fortis Advisors first reported a position in SHV in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.59M in Q2 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Fortis Advisors held 8,228 shares of iShares 0-1 Year Treasury Bond ETF worth $908K as of Q1 2026.
  • Fortis Advisors bought 48 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $5.29K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.46% of Fortis Advisors's portfolio in Q1 2026, its #41 holding.
  • Fortis Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Fortis Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.59M in Q2 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.