NWS
SHV icon

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

Nvest Wealth Strategies’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 		$11.9K Hold
108
– – 0.01% 111
2026
Q1 		$11.9K Buy
+108
New +$11.9K 0.01% 109

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Nvest Wealth Strategies's SHV Position: Q2 2026 in Review

Nvest Wealth Strategies held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 108 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #111.

Nvest Wealth Strategies first reported a position in SHV in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.9K in Q1 2026. 469 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Nvest Wealth Strategies held 108 shares of iShares 0-1 Year Treasury Bond ETF worth $11.9K as of Q2 2026.
  • Nvest Wealth Strategies left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #111 holding.
  • Nvest Wealth Strategies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Nvest Wealth Strategies's iShares 0-1 Year Treasury Bond ETF position peaked at $11.9K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.