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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
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 $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

GeoWealth Management's SHV Position: Q1 2026 in Review

GeoWealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.5% in Q1 2026, selling an estimated $19.4K and leaving 3,015 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #573.

GeoWealth Management first reported a position in SHV in Q2 2020 and has held it in 17 quarters since. The position peaked at $22.2M in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • GeoWealth Management held 3,015 shares of iShares 0-1 Year Treasury Bond ETF worth $333K as of Q1 2026.
  • GeoWealth Management sold 176 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $19.4K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #573 holding.
  • GeoWealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 17 quarters since.
  • GeoWealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $22.2M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.