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

Meridian 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	$3.7M	Sell	33,553 -56,934	-63%	-$6.28M	0.11%	173
2026 Q1	$9.99M	Buy	90,487 +4,140	+5%	+$456K	0.35%	58
2025 Q4	$9.51M	Sell	86,347 -259	-0.3%	-$28.6K	0.33%	61
2025 Q3	$9.57M	Buy	86,606 +3,209	+4%	+$354K	0.37%	54
2025 Q2	$9.21M	Buy	83,397 +4,686	+6%	+$517K	0.39%	52
2025 Q1	$8.69M	Sell	78,711 -4,419	-5%	-$487K	0.42%	53
2024 Q4	$9.15M	Buy	83,130 +42,724	+106%	+$4.71M	0.43%	51
2024 Q3	$4.47M	Buy	+40,406	New	+$4.46M	0.22%	103
2024 Q2	–	Sell	-60,097	Closed	-$6.64M	–	479
2024 Q1	$6.64M	Buy	60,097 +14,228	+31%	+$1.57M	1.11%	19
2023 Q4	$5.05M	Sell	45,869 -40,527	-47%	-$4.47M	0.32%	70
2023 Q3	$9.54M	Buy	86,396 +82,195	+1,957%	+$9.06M	0.58%	30
2023 Q2	$464K	Buy	+4,201	New	+$463K	0.04%	342
2021 Q1	–	Sell	-7,062	Closed	-$780K	–	374
2020 Q4	$780K	Sell	7,062 -636	-8%	-$70.4K	0.12%	142
2020 Q3	$852K	Buy	+7,698	New	+$852K	0.21%	95

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Meridian Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 63% in Q2 2026, selling an estimated $6.28M and leaving 33,553 shares worth $3.7M. The position accounts for 0.11% of the portfolio, ranked #173.

Meridian Wealth Management first reported a position in SHV in Q3 2020 and has held it in 14 quarters since. The position peaked at $9.99M in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Meridian Wealth Management held 33,553 shares of iShares 0-1 Year Treasury Bond ETF worth $3.7M as of Q2 2026.
Meridian Wealth Management sold 56,934 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.28M.
iShares 0-1 Year Treasury Bond ETF made up 0.11% of Meridian Wealth Management's portfolio in Q2 2026, its #173 holding.
Meridian Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 14 quarters since.
Meridian Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $9.99M in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.