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NWAM LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

NWAM 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
Q2 		$448K Buy
4,061
+310
+8% +$34.2K 0.02% 471
2026
Q1 		$414K Buy
3,751
+1,051
+39% +$116K 0.02% 448
2025
Q4 		$298K Buy
2,700
+13
+0.5% +$1.43K 0.02% 502
2025
Q3 		$297K Buy
2,687
+14
+0.5% +$1.54K 0.02% 522
2025
Q2 		$295K Buy
2,673
+235
+10% +$25.9K 0.02% 515
2025
Q1 		$269K Buy
2,438
+238
+11% +$26.3K 0.02% 421
2024
Q4 		$242K Buy
2,200
+227
+12% +$25K 0.02% 529
2024
Q3 		$218K Buy
+1,973
New +$218K 0.01% 576
2024
Q2 		– Sell
-1,984
Closed -$218K – 457
2024
Q1 		$218K Sell
1,984
-1,585
-44% -$175K 0.02% 522
2023
Q4 		$393K Buy
3,569
+1,516
+74% +$167K 0.03% 381
2023
Q3 		$227K Sell
2,053
-282
-12% -$31.1K 0.02% 449
2023
Q2 		$258K Buy
2,335
+314
+16% +$34.6K 0.02% 454
2023
Q1 		$223K Buy
+2,021
New +$223K 0.02% 432
2022
Q3 		– Sell
-2,500
Closed -$275K – 529
2022
Q2 		$275K Hold
2,500
– – 0.03% 419
2022
Q1 		$276K Buy
+2,500
New +$276K 0.02% 442

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

NWAM LLC's SHV Position: Q2 2026 in Review

NWAM LLC increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.3% in Q2 2026, buying an estimated $34.2K and bringing the position to 4,061 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #471.

NWAM LLC first reported a position in SHV in Q1 2022 and has held it in 15 quarters since. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • NWAM LLC held 4,061 shares of iShares 0-1 Year Treasury Bond ETF worth $448K as of Q2 2026.
  • NWAM LLC bought 310 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $34.2K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #471 holding.
  • NWAM LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.