JIC
SHV icon

Joel Isaacson & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Joel Isaacson & Co’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 		$445K Buy
4,033
+10
+0.2% +$1.1K 0.01% 317
2026
Q1 		$444K Sell
4,023
-55
-1% -$6.06K 0.01% 297
2025
Q4 		$449K Hold
4,078
– – 0.01% 296
2025
Q3 		$451K Hold
4,078
– – 0.02% 289
2025
Q2 		$450K Buy
+4,078
New +$450K 0.02% 269

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Joel Isaacson & Co's SHV Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.25% in Q2 2026, buying an estimated $1.1K and bringing the position to 4,033 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #317.

Joel Isaacson & Co first reported a position in SHV in Q2 2025 and has held it in 5 quarters since. The position peaked at $451K in Q3 2025. 471 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Joel Isaacson & Co held 4,033 shares of iShares 0-1 Year Treasury Bond ETF worth $445K as of Q2 2026.
  • Joel Isaacson & Co bought 10 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.1K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #317 holding.
  • Joel Isaacson & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Joel Isaacson & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $451K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.