AWL
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AFFINITY WEALTH LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

AFFINITY WEALTH LLC’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 		– Sell
-2
Closed -$220 – 60
2025
Q4 		$220 Hold
2
– – ﹤0.01% 74
2025
Q3 		$221 Hold
2
– – ﹤0.01% 52
2025
Q2 		$221 Buy
+2
New +$221 ﹤0.01% 66

Other funds holding SHV

BlackRock
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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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AFFINITY WEALTH LLC's SHV Position: Q1 2026 in Review

AFFINITY WEALTH LLC sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 2 shares — an estimated $220 sold.

AFFINITY WEALTH LLC first reported a position in SHV in Q2 2025 and held it in 3 quarters. The position peaked at $221 in Q3 2025. 740 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • AFFINITY WEALTH LLC reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 2 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $220.
  • AFFINITY WEALTH LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • AFFINITY WEALTH LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $221 in Q3 2025.
  • 740 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q1 2026, filed 26 Aug 2026.