GWN Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

GWN Securities’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	$3.52M	Sell	31,930 -10,245	-24%	-$1.13M	0.67%	35
2025 Q4	$4.65M	Sell	42,175 -4,583	-10%	-$505K	0.94%	18
2025 Q3	$5.17M	Sell	46,758 -41,664	-47%	-$4.6M	1.2%	12
2025 Q2	$9.77M	Buy	88,422 +54,892	+164%	+$6.05M	1.81%	8
2025 Q1	$3.7M	Buy	33,530 +13,960	+71%	+$1.54M	0.21%	126
2024 Q4	$2.15M	Buy	+19,570	New	+$2.16M	0.58%	32

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

GWN Securities's SHV Position: Q1 2026 in Review

GWN Securities reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 24% in Q1 2026, selling an estimated $1.13M and leaving 31,930 shares worth $3.52M. The position accounts for 0.67% of the portfolio, ranked #35.

GWN Securities first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.77M in Q2 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

GWN Securities held 31,930 shares of iShares 0-1 Year Treasury Bond ETF worth $3.52M as of Q1 2026.
GWN Securities sold 10,245 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.13M.
iShares 0-1 Year Treasury Bond ETF made up 0.67% of GWN Securities's portfolio in Q1 2026, its #35 holding.
GWN Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
GWN Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $9.77M in Q2 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.