Great Valley Advisor Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Great Valley Advisor Group’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	$2.83M	Buy	25,642 +781	+3%	+$86.1K	0.05%	309
2025 Q4	$2.74M	Buy	24,861 +5,005	+25%	+$552K	0.05%	285
2025 Q3	$2.19M	Sell	19,856 -3,873	-16%	-$427K	0.04%	316
2025 Q2	$2.62M	Buy	23,729 +2,492	+12%	+$275K	0.06%	272
2025 Q1	$2.35M	Sell	21,237 -4,709	-18%	-$519K	0.05%	281
2024 Q4	$2.86M	Buy	25,946 +3,738	+17%	+$412K	0.06%	261
2024 Q3	$2.46M	Sell	22,208 -12,221	-35%	-$1.35M	0.06%	282
2024 Q2	$3.8M	Buy	34,429 +1,888	+6%	+$208K	0.11%	203
2024 Q1	$3.6M	Sell	32,541 -192	-0.6%	-$21.2K	0.11%	196
2023 Q4	$3.6M	Buy	32,733 +4,591	+16%	+$506K	0.13%	178
2023 Q3	$3.11M	Sell	28,142 -188,023	-87%	-$20.7M	0.13%	175
2023 Q2	$23.9M	Buy	216,165 +40,145	+23%	+$4.43M	1%	16
2023 Q1	$19.4M	Buy	+176,020	New	+$19.4M	0.91%	19

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

Great Valley Advisor Group's SHV Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.1% in Q1 2026, buying an estimated $86.1K and bringing the position to 25,642 shares worth $2.83M. The position accounts for 0.05% of the portfolio, ranked #309.

Great Valley Advisor Group first reported a position in SHV in Q1 2023 and has held it in 13 quarters since. The position peaked at $23.9M in Q2 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Great Valley Advisor Group held 25,642 shares of iShares 0-1 Year Treasury Bond ETF worth $2.83M as of Q1 2026.
Great Valley Advisor Group bought 781 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $86.1K.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q1 2026, its #309 holding.
Great Valley Advisor Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Great Valley Advisor Group's iShares 0-1 Year Treasury Bond ETF position peaked at $23.9M in Q2 2023.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.