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

Keebeck 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
Q1 		$884K Sell
8,008
-19,285
-71% -$2.13M 0.1% 170
2025
Q4 		$3.01M Buy
27,293
+5,462
+25% +$602K 0.35% 80
2025
Q3 		$2.41M Buy
21,831
+3,821
+21% +$421K 0.29% 96
2025
Q2 		$1.99M Buy
18,010
+7,796
+76% +$860K 0.26% 97
2025
Q1 		$1.13M Sell
10,214
-756
-7% -$83.4K 0.17% 122
2024
Q4 		$1.21M Sell
10,970
-8,538
-44% -$942K 0.17% 119
2024
Q3 		$2.16M Sell
19,508
-7,025
-26% -$775K 0.31% 84
2024
Q2 		$2.93M Buy
26,533
+4,824
+22% +$532K 0.43% 68
2024
Q1 		$2.4M Buy
21,709
+1,683
+8% +$186K 0.35% 79
2023
Q4 		$2.21M Sell
20,026
-1,755
-8% -$193K 0.36% 73
2023
Q3 		$2.41M Sell
21,781
-5,373
-20% -$592K 0.42% 66
2023
Q2 		$3M Buy
27,154
+13,066
+93% +$1.44M 0.41% 68
2023
Q1 		$1.56M Sell
14,088
-200
-1% -$22K 0.25% 91
2022
Q4 		$1.57M Sell
14,288
-60
-0.4% -$6.59K 0.28% 84
2022
Q3 		$1.58M Sell
14,348
-30,551
-68% -$3.36M 0.3% 76
2022
Q2 		$4.94M Buy
44,899
+156
+0.3% +$17.2K 0.94% 24
2022
Q1 		$4.93M Buy
+44,743
New +$4.94M 0.82% 26

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

Keebeck Wealth Management's SHV Position: Q1 2026 in Review

Keebeck Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 71% in Q1 2026, selling an estimated $2.13M and leaving 8,008 shares worth $884K. The position accounts for 0.1% of the portfolio, ranked #170.

Keebeck Wealth Management first reported a position in SHV in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.94M in Q2 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Keebeck Wealth Management held 8,008 shares of iShares 0-1 Year Treasury Bond ETF worth $884K as of Q1 2026.
  • Keebeck Wealth Management sold 19,285 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.13M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.1% of Keebeck Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Keebeck Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Keebeck Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $4.94M in Q2 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.