JWM
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Jessup Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Jessup Wealth 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
Q2 		$554K Sell
5,018
-205
-4% -$22.6K 0.17% 54
2026
Q1 		$577K Buy
5,223
+330
+7% +$36.4K 0.21% 49
2025
Q4 		$539K Buy
4,893
+917
+23% +$101K 0.18% 52
2025
Q3 		$439K Buy
3,976
+52
+1% +$5.74K 0.16% 54
2025
Q2 		$433K Sell
3,924
-622
-14% -$68.6K 0.17% 54
2025
Q1 		$502K Buy
4,546
+1,238
+37% +$137K 0.21% 47
2024
Q4 		$364K Buy
3,308
+964
+41% +$106K 0.16% 51
2024
Q3 		$259K Buy
2,344
+130
+6% +$14.3K 0.12% 51
2024
Q2 		$245K Sell
2,214
-131
-6% -$14.4K 0.1% 52
2024
Q1 		$259K Buy
+2,345
New +$259K 0.11% 52

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

Jessup Wealth Management's SHV Position: Q2 2026 in Review

Jessup Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.9% in Q2 2026, selling an estimated $22.6K and leaving 5,018 shares worth $554K. The position accounts for 0.17% of the portfolio, ranked #54.

Jessup Wealth Management first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $577K in Q1 2026. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Jessup Wealth Management held 5,018 shares of iShares 0-1 Year Treasury Bond ETF worth $554K as of Q2 2026.
  • Jessup Wealth Management sold 205 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $22.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.17% of Jessup Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Jessup Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Jessup Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $577K in Q1 2026.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.