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
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 $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

J.W. Cole Advisors's SHV Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 26,783 shares — an estimated $2.91M sold.

J.W. Cole Advisors first reported a position in SHV in Q3 2020 and held it in 20 quarters. The position peaked at $10M in Q2 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 26,783 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.91M.
  • J.W. Cole Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and held it in 20 quarters.
  • J.W. Cole Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $10M in Q2 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.