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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
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 $5.72T AUM 30.48% 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 $377B AUM 19.32% 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 $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

NWAM LLC's SHV Position: Q1 2026 in Review

NWAM LLC increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 39% in Q1 2026, buying an estimated $116K and bringing the position to 3,751 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #448.

NWAM LLC first reported a position in SHV in Q1 2022 and has held it in 14 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • NWAM LLC held 3,751 shares of iShares 0-1 Year Treasury Bond ETF worth $414K as of Q1 2026.
  • NWAM LLC bought 1,051 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $116K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of NWAM LLC's portfolio in Q1 2026, its #448 holding.
  • NWAM LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.