KA
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Kovack Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kovack Advisors’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 		$893K Buy
8,098
+59
+0.7% +$6.5K 0.05% 401
2025
Q4 		$885K Buy
+8,039
New +$886K 0.04% 420
2019
Q2 		– Sell
-10,587
Closed -$1.17M – 509
2019
Q1 		$1.17M Buy
+10,587
New +$1.17M 0.29% 85

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

Kovack Advisors's SHV Position: Q1 2026 in Review

Kovack Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.73% in Q1 2026, buying an estimated $6.5K and bringing the position to 8,098 shares worth $893K. The position accounts for 0.05% of the portfolio, ranked #401.

Kovack Advisors first reported a position in SHV in Q1 2019 and has held it in 3 quarters since. The position peaked at $1.17M in Q1 2019. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Kovack Advisors held 8,098 shares of iShares 0-1 Year Treasury Bond ETF worth $893K as of Q1 2026.
  • Kovack Advisors bought 59 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.5K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Kovack Advisors's portfolio in Q1 2026, its #401 holding.
  • Kovack Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 3 quarters since.
  • Kovack Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.17M in Q1 2019.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.