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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
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 -$264 – 708
2018
Q4 		$264 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 $1.66T 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 $445B AUM 25.58% 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 $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 $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

NewEdge Advisors's SHV Position: Q1 2026 in Review

NewEdge Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.6% in Q1 2026, buying an estimated $256K and bringing the position to 145,787 shares worth $16.1M. The position accounts for 0.06% of the portfolio, ranked #319.

NewEdge Advisors first reported a position in SHV in Q4 2018 and has held it in 29 quarters since. 738 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • NewEdge Advisors held 145,787 shares of iShares 0-1 Year Treasury Bond ETF worth $16.1M as of Q1 2026.
  • NewEdge Advisors bought 2,321 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $256K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of NewEdge Advisors's portfolio in Q1 2026, its #319 holding.
  • NewEdge Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.