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SHV icon

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

NewEdge 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
Q2 		$16.5M Buy
149,301
+3,514
+2% +$387K 0.05% 358
2026
Q1 		$16.1M Buy
145,787
+2,321
+2% +$256K 0.06% 319
2025
Q4 		$15.8M Sell
143,466
-2,108
-1% -$232K 0.06% 306
2025
Q3 		$16.1M Buy
145,574
+19,288
+15% +$2.13M 0.07% 266
2025
Q2 		$13.9M Buy
126,286
+33,395
+36% +$3.68M 0.07% 276
2025
Q1 		$10.3M Buy
92,891
+40,180
+76% +$4.43M 0.06% 315
2024
Q4 		$5.8M Buy
52,711
+21,565
+69% +$2.38M 0.03% 450
2024
Q3 		$3.45M Sell
31,146
-7,442
-19% -$821K 0.02% 598
2024
Q2 		$4.26M Buy
38,588
+14,169
+58% +$1.56M 0.03% 497
2024
Q1 		$2.7M Sell
24,419
-559
-2% -$61.7K 0.02% 591
2023
Q4 		$2.76M Buy
24,978
+4,512
+22% +$497K 0.03% 556
2023
Q3 		$2.26M Sell
20,466
-6,065
-23% -$669K 0.02% 561
2023
Q2 		$2.93M Buy
26,531
+6,615
+33% +$729K 0.03% 461
2023
Q1 		$2.2M Buy
19,916
+487
+3% +$53.6K 0.03% 502
2022
Q4 		$1.39M Sell
19,429
-105,476
-84% -$11.6M 0.04% 414
2022
Q3 		$13.7M Buy
124,905
+71,374
+133% +$7.85M 0.23% 112
2022
Q2 		$5.89M Sell
53,531
-1,012
-2% -$111K 0.1% 206
2022
Q1 		$6.01M Sell
54,543
-16,858
-24% -$1.86M 0.1% 210
2021
Q4 		$7.88M Buy
71,401
+12,344
+21% +$1.36M 0.12% 168
2021
Q3 		$6.52M Buy
59,057
+12,819
+28% +$1.42M 0.16% 129
2021
Q2 		$5.11M Buy
46,238
+26,458
+134% +$2.92M 0.14% 159
2021
Q1 		$2.19M Sell
19,780
-780
-4% -$86.2K 0.07% 266
2020
Q4 		$2.27M Buy
20,560
+974
+5% +$108K 0.07% 237
2020
Q3 		$2.17M Buy
19,586
+6,914
+55% +$766K 0.08% 234
2020
Q2 		$1.4M Sell
12,672
-2,704
-18% -$300K 0.05% 284
2020
Q1 		$1.71M Buy
15,376
+497
+3% +$55K 0.08% 226
2019
Q4 		$1.64M Buy
14,879
+1,402
+10% +$155K 0.07% 274
2019
Q3 		$1.49M Buy
13,477
+8,098
+151% +$895K 0.07% 268
2019
Q2 		$595K Buy
+5,379
New +$594K 0.04% 365
2019
Q1 		– Sell
-2,390
Closed -$264K – 708
2018
Q4 		$264K Buy
+2,390
New +$264K 0.02% 521

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

NewEdge Advisors's SHV Position: Q2 2026 in Review

NewEdge Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.4% in Q2 2026, buying an estimated $387K and bringing the position to 149,301 shares worth $16.5M. The position accounts for 0.05% of the portfolio, ranked #358.

NewEdge Advisors first reported a position in SHV in Q4 2018 and has held it in 30 quarters since. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • NewEdge Advisors held 149,301 shares of iShares 0-1 Year Treasury Bond ETF worth $16.5M as of Q2 2026.
  • NewEdge Advisors bought 3,514 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $387K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of NewEdge Advisors's portfolio in Q2 2026, its #358 holding.
  • NewEdge Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.