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

GeoWealth 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
Q2 		$193K Sell
1,744
-1,271
-42% -$140K 0.01% 787
2026
Q1 		$333K Sell
3,015
-176
-6% -$19.4K 0.01% 573
2025
Q4 		$351K Sell
3,191
-268
-8% -$29.6K 0.01% 520
2025
Q3 		$382K Sell
3,459
-226
-6% -$24.9K 0.01% 517
2025
Q2 		$407K Buy
3,685
+2,383
+183% +$263K 0.02% 455
2025
Q1 		$144K Sell
1,302
-241
-16% -$26.6K 0.01% 732
2024
Q4 		$170K Buy
1,543
+75
+5% +$8.27K 0.01% 819
2024
Q3 		$162K Sell
1,468
-191
-12% -$21.1K 0.01% 775
2024
Q2 		$183K Sell
1,659
-1,790
-52% -$197K 0.01% 708
2024
Q1 		$381K Sell
3,449
-35,190
-91% -$3.88M 0.01% 505
2023
Q4 		$4.25M Sell
38,639
-11,718
-23% -$1.29M 0.35% 70
2023
Q3 		$5.56M Sell
50,357
-136,315
-73% -$15M 0.63% 41
2023
Q2 		$20.6M Sell
186,672
-13,793
-7% -$1.52M 2.23% 7
2023
Q1 		$22.2M Buy
200,465
+118,088
+143% +$13M 2.59% 7
2022
Q4 		$9.05M Buy
82,377
+417
+0.5% +$45.8K 0.96% 21
2022
Q3 		$9.02M Buy
81,960
+68,122
+492% +$7.49M 0.98% 15
2022
Q2 		$1.52M Buy
+13,838
New +$1.52M 0.2% 88
2020
Q3 		– Sell
-54,981
Closed -$6.09M – 183
2020
Q2 		$6.09M Buy
+54,981
New +$6.09M 2.52% 8

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

GeoWealth Management's SHV Position: Q2 2026 in Review

GeoWealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 42% in Q2 2026, selling an estimated $140K and leaving 1,744 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #787.

GeoWealth Management first reported a position in SHV in Q2 2020 and has held it in 18 quarters since. The position peaked at $22.2M in Q1 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • GeoWealth Management held 1,744 shares of iShares 0-1 Year Treasury Bond ETF worth $193K as of Q2 2026.
  • GeoWealth Management sold 1,271 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $140K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #787 holding.
  • GeoWealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • GeoWealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $22.2M in Q1 2023.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.