Marks Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Marks Wealth’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	$238M	Buy	2,158,181 +2,149,614	+25,092%	+$237M	62.68%	1
2025 Q4	$944K	Sell	8,567 -304,361	-97%	-$33.6M	0.32%	13
2025 Q3	$34.6M	Sell	312,928 -167,991	-35%	-$18.5M	10.68%	3
2025 Q2	$53.1M	Sell	480,919 -929,282	-66%	-$102M	17.22%	1
2025 Q1	$156M	Buy	+1,410,201	New	+$156M	57.18%	1
2023 Q3	–	Sell	-71,134	Closed	-$7.86M	–	7
2023 Q2	$7.86M	Sell	71,134 -400	-0.6%	-$44.1K	8.11%	2
2023 Q1	$7.9M	Sell	71,534 -69	-0.1%	-$7.6K	70.88%	1
2022 Q4	$7.87M	Sell	71,603 -168,159	-70%	-$18.5M	32.88%	2
2022 Q3	$26.4M	Sell	239,762 -95,991	-29%	-$10.6M	39.59%	2
2022 Q2	$37M	Buy	+335,753	New	+$37M	43.44%	1

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Marks Wealth's SHV Position: Q1 2026 in Review

Marks Wealth increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 25,092% in Q1 2026, buying an estimated $237M and bringing the position to 2,158,181 shares worth $238M. The position accounts for 62.68% of the portfolio, ranked #1.

Marks Wealth first reported a position in SHV in Q2 2022 and has held it in 10 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Marks Wealth held 2,158,181 shares of iShares 0-1 Year Treasury Bond ETF worth $238M as of Q1 2026.
Marks Wealth bought 2,149,614 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $237M.
iShares 0-1 Year Treasury Bond ETF made up 62.68% of Marks Wealth's portfolio in Q1 2026, its #1 holding.
Marks Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 10 quarters since.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Marks Wealth's 13F filing for Q1 2026, filed 4 May 2026.