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

Gould 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 		$4.86M Buy
44,041
+5,635
+15% +$621K 0.84% 20
2025
Q4 		$4.23M Sell
38,406
-3,545
-8% -$391K 0.75% 21
2025
Q3 		$4.64M Buy
41,951
+1,310
+3% +$144K 0.86% 20
2025
Q2 		$4.49M Buy
40,641
+895
+2% +$98.7K 0.88% 18
2025
Q1 		$4.39M Buy
39,746
+995
+3% +$110K 0.91% 18
2024
Q4 		$4.27M Buy
38,751
+10,637
+38% +$1.17M 0.9% 18
2024
Q3 		$3.11M Buy
28,114
+2,747
+11% +$303K 0.67% 24
2024
Q2 		$2.8M Buy
25,367
+4,075
+19% +$449K 0.65% 24
2024
Q1 		$2.35M Sell
21,292
-2,580
-11% -$285K 0.57% 26
2023
Q4 		$2.63M Sell
23,872
-2,426
-9% -$267K 0.68% 24
2023
Q3 		$2.91M Buy
26,298
+11,670
+80% +$1.29M 0.82% 21
2023
Q2 		$1.62M Sell
14,628
-1,007
-6% -$111K 0.45% 28
2023
Q1 		$1.73M Sell
15,635
-889
-5% -$97.9K 0.49% 28
2022
Q4 		$1.82M Buy
16,524
+195
+1% +$21.4K 0.55% 29
2022
Q3 		$1.8M Buy
16,329
+639
+4% +$70.3K 0.61% 25
2022
Q2 		$1.73M Buy
+15,690
New +$1.73M 0.56% 27
2021
Q4 		– Sell
-2,850
Closed -$315K – 143
2021
Q3 		$315K Buy
2,850
+120
+4% +$13.3K 0.1% 95
2021
Q2 		$302K Buy
2,730
+540
+25% +$59.7K 0.09% 116
2021
Q1 		$242K Buy
+2,190
New +$242K 0.07% 129
2020
Q3 		– Sell
-15,955
Closed -$1.77M – 139
2020
Q2 		$1.77M Sell
15,955
-84,085
-84% -$9.32M 0.62% 28
2020
Q1 		$11.1M Buy
100,040
+94,740
+1,788% +$10.5M 4.23% 5
2019
Q4 		$585K Buy
+5,300
New +$586K 0.19% 65

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

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

Gould Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 15% in Q1 2026, buying an estimated $621K and bringing the position to 44,041 shares worth $4.86M. The position accounts for 0.84% of the portfolio, ranked #20.

Gould Asset Management first reported a position in SHV in Q4 2019 and has held it in 22 quarters since. The position peaked at $11.1M in Q1 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Gould Asset Management held 44,041 shares of iShares 0-1 Year Treasury Bond ETF worth $4.86M as of Q1 2026.
  • Gould Asset Management bought 5,635 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $621K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.84% of Gould Asset Management's portfolio in Q1 2026, its #20 holding.
  • Gould Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Gould Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $11.1M in Q1 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

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