MMA
SHV icon

Miracle Mile Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Miracle Mile 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 		$444K Sell
4,025
-2,886
-42% -$318K 0.01% 606
2025
Q4 		$761K Sell
6,911
-20,507
-75% -$2.26M 0.01% 477
2025
Q3 		$3.03M Buy
27,418
+3,588
+15% +$396K 0.05% 242
2025
Q2 		$2.63M Sell
23,830
-6,100
-20% -$673K 0.04% 224
2025
Q1 		$3.31M Buy
29,930
+10,293
+52% +$1.14M 0.07% 163
2024
Q4 		$2.16M Sell
19,637
-849
-4% -$93.6K 0.04% 220
2024
Q3 		$2.27M Sell
20,486
-4,603
-18% -$508K 0.05% 179
2024
Q2 		$2.77M Buy
25,089
+11,496
+85% +$1.27M 0.07% 155
2024
Q1 		$1.5M Sell
13,593
-63,406
-82% -$7M 0.04% 214
2023
Q4 		$8.48M Sell
76,999
-78,327
-50% -$8.63M 0.23% 76
2023
Q3 		$17.2M Buy
155,326
+14,954
+11% +$1.65M 0.53% 51
2023
Q2 		$15.5M Buy
140,372
+20,987
+18% +$2.31M 0.47% 57
2023
Q1 		$13.2M Sell
119,385
-25,910
-18% -$2.85M 0.43% 59
2022
Q4 		$16M Sell
145,295
-12,510
-8% -$1.37M 0.55% 45
2022
Q3 		$17.4M Buy
157,805
+995
+0.6% +$109K 0.81% 33
2022
Q2 		$17.3M Buy
156,810
+148,438
+1,773% +$16.4M 0.81% 35
2022
Q1 		$923K Sell
8,372
-4,018
-32% -$443K 0.04% 252
2021
Q4 		$1.37M Buy
12,390
+351
+3% +$38.8K 0.05% 211
2021
Q3 		$1.33M Sell
12,039
-505
-4% -$55.8K 0.06% 204
2021
Q2 		$1.39M Sell
12,544
-23,570
-65% -$2.6M 0.07% 186
2021
Q1 		$3.99M Sell
36,114
-87,545
-71% -$9.68M 0.23% 91
2020
Q4 		$13.7M Sell
123,659
-113,485
-48% -$12.6M 0.84% 32
2020
Q3 		$26.3M Sell
237,144
-363,787
-61% -$40.3M 1.83% 13
2020
Q2 		$66.5M Buy
600,931
+221,496
+58% +$24.5M 5.48% 1
2020
Q1 		$42.1M Sell
379,435
-52,069
-12% -$5.76M 4.52% 3
2019
Q4 		$47.7M Sell
431,504
-25,312
-6% -$2.8M 3.29% 6
2019
Q3 		$50.5M Sell
456,816
-27,582
-6% -$3.05M 3.54% 5
2019
Q2 		$53.6M Sell
484,398
-23,822
-5% -$2.63M 4.01% 4
2019
Q1 		$56.2M Buy
508,220
+33,318
+7% +$3.68M 4.51% 3
2018
Q4 		$52.4M Buy
+474,902
New +$52.4M 6.18% 2
2015
Q4 		– Sell
-109,680
Closed -$12.1M – 62
2015
Q3 		$12.1M Buy
+109,680
New +$12.1M 4.04% 10

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

Miracle Mile Advisors's SHV Position: Q1 2026 in Review

Miracle Mile Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 42% in Q1 2026, selling an estimated $318K and leaving 4,025 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #606.

Miracle Mile Advisors first reported a position in SHV in Q3 2015 and has held it in 31 quarters since. The position peaked at $66.5M in Q2 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Miracle Mile Advisors held 4,025 shares of iShares 0-1 Year Treasury Bond ETF worth $444K as of Q1 2026.
  • Miracle Mile Advisors sold 2,886 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $318K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Miracle Mile Advisors's portfolio in Q1 2026, its #606 holding.
  • Miracle Mile Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2015 and has held it in 31 quarters since.
  • Miracle Mile Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $66.5M in Q2 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Miracle Mile Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.