Frontier Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Frontier Asset 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	$1.16M	Sell	10,524 -2	-0%	-$221	0.24%	47
2025 Q4	$1.16M	Sell	10,526 -1,368	-12%	-$151K	0.27%	49
2025 Q3	$1.31M	Sell	11,894 -824	-6%	-$90.9K	0.33%	45
2025 Q2	$1.4M	Sell	12,718 -216	-2%	-$23.8K	0.38%	41
2025 Q1	$1.43M	Sell	12,934 -19,745	-60%	-$2.18M	0.41%	41
2024 Q4	$3.6M	Sell	32,679 -2,319	-7%	-$256K	1.19%	24
2024 Q3	$3.87M	Buy	34,998 +710	+2%	+$78.4K	1.28%	22
2024 Q2	$3.79M	Buy	34,288 +641	+2%	+$70.7K	1.37%	22
2024 Q1	$3.72M	Buy	33,647 +2,092	+7%	+$231K	1.37%	20
2023 Q4	$3.48M	Buy	31,555 +16,982	+117%	+$1.87M	1.31%	23
2023 Q3	$1.61M	Buy	14,573 +11,704	+408%	+$1.29M	0.73%	30
2023 Q2	$317K	Buy	+2,869	New	+$316K	0.14%	46

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

Frontier Asset Management's SHV Position: Q1 2026 in Review

Frontier Asset Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.02% in Q1 2026, selling an estimated $221 and leaving 10,524 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #47.

Frontier Asset Management first reported a position in SHV in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.87M in Q3 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Frontier Asset Management held 10,524 shares of iShares 0-1 Year Treasury Bond ETF worth $1.16M as of Q1 2026.
Frontier Asset Management sold 2 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $221.
iShares 0-1 Year Treasury Bond ETF made up 0.24% of Frontier Asset Management's portfolio in Q1 2026, its #47 holding.
Frontier Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Frontier Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.87M in Q3 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Frontier Asset Management's 13F filing for Q1 2026, filed 6 May 2026.