JWCA
SHV icon

J.W. Cole Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

J.W. Cole Advisors’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 		$2.87M Buy
+26,020
New +$2.87M 0.05% 383
2026
Q1 		– Sell
-26,783
Closed -$2.91M – 1367
2025
Q4 		$2.91M Sell
26,783
-756
-3% -$83.4K 0.07% 279
2025
Q3 		$3.04M Buy
27,539
+2,748
+11% +$303K 0.06% 322
2025
Q2 		$2.74M Buy
24,791
+2,058
+9% +$227K 0.06% 316
2025
Q1 		$2.51M Buy
22,733
+5,683
+33% +$627K 0.08% 259
2024
Q4 		$1.88M Sell
17,050
-30,319
-64% -$3.34M 0.08% 260
2024
Q3 		$5.24M Buy
47,369
+9,513
+25% +$1.05M 0.22% 103
2024
Q2 		$4.18M Sell
37,856
-13,170
-26% -$1.45M 0.2% 108
2024
Q1 		$5.64M Buy
51,026
+628
+1% +$69.3K 0.28% 77
2023
Q4 		$5.55M Sell
50,398
-3,375
-6% -$372K 0.33% 71
2023
Q3 		$5.94M Buy
53,773
+3,479
+7% +$384K 0.44% 42
2023
Q2 		$5.56M Sell
50,294
-8,577
-15% -$946K 0.4% 50
2023
Q1 		$6.51M Sell
58,871
-19,521
-25% -$2.15M 0.46% 42
2022
Q4 		$8.62M Buy
78,392
+10,652
+16% +$1.17M 0.66% 25
2022
Q3 		$7.45M Sell
67,740
-23,222
-26% -$2.55M 0.62% 30
2022
Q2 		$10M Buy
90,962
+87,557
+2,571% +$9.65M 0.8% 17
2022
Q1 		$375K Sell
3,405
-396
-10% -$43.7K 0.03% 546
2021
Q4 		$420K Buy
+3,801
New +$420K 0.03% 530
2021
Q3 		– Sell
-2,231
Closed -$246K – 709
2021
Q2 		$246K Buy
+2,231
New +$247K 0.02% 635
2021
Q1 		– Sell
-1,890
Closed -$209K – 695
2020
Q4 		$209K Sell
1,890
-42,562
-96% -$4.71M 0.02% 581
2020
Q3 		$4.92M Buy
+44,452
New +$4.92M 0.38% 63

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

J.W. Cole Advisors's SHV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 26,020 shares worth $2.87M. The stake represents 0.05% of the portfolio and ranks #383 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SHV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SHV in Q3 2020 and has held it in 21 quarters since. The position peaked at $10M in Q2 2022. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • J.W. Cole Advisors held 26,020 shares of iShares 0-1 Year Treasury Bond ETF worth $2.87M as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #383 holding.
  • J.W. Cole Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • J.W. Cole Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $10M in Q2 2022.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.