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 Q3	$546K	Sell	4,954 -64	-1%	-$7.05K	0.11%	57
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return

Jessup Wealth Management's SHV Position: Q3 2026 in Review

Jessup Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.3% in Q3 2026, selling an estimated $7.05K and leaving 4,954 shares worth $546K. The position accounts for 0.11% of the portfolio, ranked #57.

Jessup Wealth Management first reported a position in SHV in Q1 2024 and has held it in 11 quarters since. The position peaked at $577K in Q1 2026. 448 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Jessup Wealth Management held 4,954 shares of iShares 0-1 Year Treasury Bond ETF worth $546K as of Q3 2026.
Jessup Wealth Management sold 64 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $7.05K.
iShares 0-1 Year Treasury Bond ETF made up 0.11% of Jessup Wealth Management's portfolio in Q3 2026, its #57 holding.
Jessup Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
Jessup Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $577K in Q1 2026.
448 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.