MWM
SHV icon

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

Mascoma 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 		$15.9M Buy
144,244
+3,782
+3% +$417K 2.95% 11
2026
Q1 		$15.5M Sell
140,462
-54,302
-28% -$5.99M 3.2% 9
2025
Q4 		$21.5M Buy
194,764
+6,175
+3% +$681K 4.6% 7
2025
Q3 		$20.8M Buy
188,589
+1,453
+0.8% +$160K 4.59% 7
2025
Q2 		$20.7M Buy
187,136
+4,761
+3% +$525K 4.8% 7
2025
Q1 		$20.1M Buy
182,375
+2,125
+1% +$234K 5.02% 6
2024
Q4 		$19.8M Sell
180,250
-4,458
-2% -$492K 4.98% 7
2024
Q3 		$20.4M Buy
184,708
+12,535
+7% +$1.38M 5.09% 7
2024
Q2 		$19M Buy
172,173
+10,768
+7% +$1.19M 5.05% 7
2024
Q1 		$17.8M Buy
161,405
+4,731
+3% +$522K 5.08% 7
2023
Q4 		$17.3M Buy
156,674
+8,412
+6% +$927K 5.19% 7
2023
Q3 		$16.4M Buy
148,262
+12,346
+9% +$1.36M 5.12% 6
2023
Q2 		$15M Buy
135,916
+42,618
+46% +$4.7M 4.59% 6
2023
Q1 		$10.3M Buy
93,298
+84,333
+941% +$9.29M 3.02% 9
2022
Q4 		$985K Buy
8,965
+4,265
+91% +$469K 0.31% 46
2022
Q3 		$517K Hold
4,700
– – 0.18% 68
2022
Q2 		$517K Hold
4,700
– – 0.18% 67
2022
Q1 		$518K Hold
4,700
– – 0.16% 71
2021
Q4 		$519K Buy
4,700
+1,500
+47% +$166K 0.18% 59
2021
Q3 		$354K Hold
3,200
– – 0.14% 76
2021
Q2 		$354K Hold
3,200
– – 0.15% 76
2021
Q1 		$354K Buy
+3,200
New +$354K 0.15% 75

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

Mascoma Wealth Management's SHV Position: Q2 2026 in Review

Mascoma Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.7% in Q2 2026, buying an estimated $417K and bringing the position to 144,244 shares worth $15.9M. The position accounts for 2.95% of the portfolio, ranked #11.

Mascoma Wealth Management first reported a position in SHV in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.5M in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Mascoma Wealth Management held 144,244 shares of iShares 0-1 Year Treasury Bond ETF worth $15.9M as of Q2 2026.
  • Mascoma Wealth Management bought 3,782 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $417K.
  • iShares 0-1 Year Treasury Bond ETF made up 2.95% of Mascoma Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Mascoma Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Mascoma Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $21.5M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.