NW
SHV icon

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

NewEdge Wealth’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 		$3.82M Buy
+34,595
New +$3.81M 0.04% 299
2024
Q4 		– Sell
-27,819
Closed -$3.08M – 956
2024
Q3 		$3.08M Buy
+27,819
New +$3.07M 0.06% 287

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 Wealth's SHV Position: Q2 2026 in Review

NewEdge Wealth opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 34,595 shares worth $3.82M. The stake represents 0.04% of the portfolio and ranks #299 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in SHV as recently as Q3 2024.

NewEdge Wealth first reported a position in SHV in Q3 2024 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • NewEdge Wealth held 34,595 shares of iShares 0-1 Year Treasury Bond ETF worth $3.82M as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new NewEdge Wealth position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #299 holding.
  • NewEdge Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.