Jones Financial Companies
SHV icon

Jones Financial Companies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Jones Financial Companies’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 		$9.53M Buy
86,351
+26,165
+43% +$2.88M ﹤0.01% 942
2026
Q1 		$6.64M Buy
60,186
+8,539
+17% +$942K ﹤0.01% 972
2025
Q4 		$5.69M Sell
51,647
-5,556
-10% -$613K ﹤0.01% 606
2025
Q3 		$6.32M Buy
57,203
+672
+1% +$74.1K ﹤0.01% 506
2025
Q2 		$6.24M Buy
56,531
+11,686
+26% +$1.29M ﹤0.01% 444
2025
Q1 		$4.95M Buy
44,845
+24,772
+123% +$2.73M ﹤0.01% 428
2024
Q4 		$2.21M Buy
20,073
+6,164
+44% +$680K ﹤0.01% 534
2024
Q3 		$1.54M Buy
13,909
+8,412
+153% +$928K ﹤0.01% 498
2024
Q2 		$607K Buy
+5,497
New +$606K ﹤0.01% 511
2024
Q1 		– Sell
-135
Closed -$14.9K – 1444
2023
Q4 		$14.9K Buy
+135
New +$14.9K ﹤0.01% 631
2023
Q1 		– Sell
-2,324
Closed -$255K – 754
2022
Q4 		$255K Buy
+2,324
New +$255K ﹤0.01% 244
2021
Q2 		– Sell
-181
Closed -$20K – 775
2021
Q1 		$20K Buy
+181
New +$20K ﹤0.01% 459

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

Jones Financial Companies's SHV Position: Q2 2026 in Review

Jones Financial Companies increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 43% in Q2 2026, buying an estimated $2.88M and bringing the position to 86,351 shares worth $9.53M. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Jones Financial Companies first reported a position in SHV in Q1 2021 and has held it in 12 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Jones Financial Companies held 86,351 shares of iShares 0-1 Year Treasury Bond ETF worth $9.53M as of Q2 2026.
  • Jones Financial Companies bought 26,165 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.88M.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #942 holding.
  • Jones Financial Companies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 12 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.