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Money Concepts Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Money Concepts Capital’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 		$1.31M Buy
11,825
+9,605
+433% +$1.06M 0.07% 248
2025
Q4 		$245K Buy
2,220
+75
+3% +$8.27K 0.01% 470
2025
Q3 		$237K Buy
+2,145
New +$237K 0.01% 428
2024
Q1 		– Sell
-2,576
Closed -$284K – 406
2023
Q4 		$284K Sell
2,576
-20,917
-89% -$2.31M 0.03% 339
2023
Q3 		$2.6M Sell
23,493
-4,763
-17% -$525K 0.27% 107
2023
Q2 		$3.12M Sell
28,256
-292,517
-91% -$32.2M 0.32% 95
2023
Q1 		$2.26M Buy
320,773
+181,731
+131% +$20M 0.13% 141
2022
Q4 		$15.3M Sell
139,042
-326,704
-70% -$35.9M 0.68% 39
2022
Q3 		$51.2M Buy
465,746
+36,052
+8% +$3.97M 3.02% 2
2022
Q2 		$47.3M Buy
429,694
+411,321
+2,239% +$45.3M 4.2% 2
2022
Q1 		$2.03M Buy
18,373
+1,085
+6% +$120K 0.11% 191
2021
Q4 		$1.91M Buy
+17,288
New +$1.91M 0.16% 141
2021
Q1 		$2.49M Sell
22,568
-21,190
-48% -$2.34M 0.2% 117
2020
Q4 		$4.84M Buy
+43,758
New +$4.84M 0.45% 61

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

Money Concepts Capital's SHV Position: Q1 2026 in Review

Money Concepts Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 433% in Q1 2026, buying an estimated $1.06M and bringing the position to 11,825 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #248.

Money Concepts Capital first reported a position in SHV in Q4 2020 and has held it in 14 quarters since. The position peaked at $51.2M in Q3 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Money Concepts Capital held 11,825 shares of iShares 0-1 Year Treasury Bond ETF worth $1.31M as of Q1 2026.
  • Money Concepts Capital bought 9,605 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.06M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.07% of Money Concepts Capital's portfolio in Q1 2026, its #248 holding.
  • Money Concepts Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 14 quarters since.
  • Money Concepts Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $51.2M in Q3 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.