MSWM
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Mader & Shannon Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Mader & Shannon 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
Q2 		$8.47M Sell
76,742
-537
-0.7% -$59.2K 3.96% 8
2026
Q1 		$8.53M Buy
77,279
+48,804
+171% +$5.38M 3.95% 8
2025
Q4 		$3.15M Hold
28,475
– – 1.54% 18
2025
Q3 		$3.15M Sell
28,475
-63,146
-69% -$6.96M 1.54% 18
2025
Q2 		$10.1M Buy
91,621
+920
+1% +$101K 5.51% 5
2025
Q1 		$10M Sell
90,701
-55,565
-38% -$6.13M 5.72% 6
2024
Q4 		$16.1M Sell
146,266
-42,405
-22% -$4.68M 9.96% 4
2024
Q3 		$20.9M Sell
188,671
-93,605
-33% -$10.3M 12.14% 4
2024
Q2 		$31.2M Buy
282,276
+4,859
+2% +$536K 18.75% 2
2024
Q1 		$30.7M Sell
277,417
-28,180
-9% -$3.11M 17.2% 2
2023
Q4 		$33.7M Sell
305,597
-61,859
-17% -$6.82M 19.14% 2
2023
Q3 		$40.6M Buy
+367,456
New +$40.5M 26.68% 1
2023
Q1 		– Sell
-4,087
Closed -$449K – 17
2022
Q4 		$449K Sell
4,087
-109
-3% -$12K 0.3% 16
2022
Q3 		$462K Sell
4,196
-837
-17% -$92.1K 0.5% 11
2022
Q2 		$554K Sell
5,033
-27,750
-85% -$3.06M 0.33% 21
2022
Q1 		$3.61M Hold
32,783
– – 1.96% 19
2021
Q4 		$3.62M Sell
32,783
-580
-2% -$64.1K 2% 17
2021
Q3 		$3.69M Sell
33,363
-25,285
-43% -$2.79M 2.35% 17
2021
Q2 		$6.48M Sell
58,648
-7,182
-11% -$794K 3.34% 12
2021
Q1 		$7.28M Buy
65,830
+22,500
+52% +$2.49M 4.26% 7
2020
Q4 		$4.79M Sell
43,330
-15,423
-26% -$1.71M 3.17% 12
2020
Q3 		$6.5M Hold
58,753
– – 5.09% 6
2020
Q2 		$6.51M Hold
58,753
– – 5.3% 6
2020
Q1 		$6.52M Buy
+58,753
New +$6.5M 5.77% 6

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

Mader & Shannon Wealth Management's SHV Position: Q2 2026 in Review

Mader & Shannon Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.69% in Q2 2026, selling an estimated $59.2K and leaving 76,742 shares worth $8.47M. The position accounts for 3.96% of the portfolio, ranked #8.

Mader & Shannon Wealth Management first reported a position in SHV in Q1 2020 and has held it in 24 quarters since. The position peaked at $40.6M in Q3 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Mader & Shannon Wealth Management held 76,742 shares of iShares 0-1 Year Treasury Bond ETF worth $8.47M as of Q2 2026.
  • Mader & Shannon Wealth Management sold 537 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $59.2K.
  • iShares 0-1 Year Treasury Bond ETF made up 3.96% of Mader & Shannon Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Mader & Shannon Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Mader & Shannon Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $40.6M in Q3 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.