PA
SHV icon

Parallel Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Parallel 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 		$3.91M Sell
35,420
-5,344
-13% -$589K 0.07% 190
2025
Q4 		$4.49M Sell
40,764
-3,905
-9% -$431K 0.08% 169
2025
Q3 		$4.94M Sell
44,669
-10,686
-19% -$1.18M 0.09% 155
2025
Q2 		$6.11M Sell
55,355
-2,723
-5% -$300K 0.12% 118
2025
Q1 		$6.42M Buy
58,078
+552
+1% +$60.9K 0.14% 111
2024
Q4 		$6.33M Sell
57,526
-5,073
-8% -$559K 0.14% 114
2024
Q3 		$6.93M Sell
62,599
-9,319
-13% -$1.03M 0.16% 109
2024
Q2 		$7.95M Sell
71,918
-21,724
-23% -$2.4M 0.2% 91
2024
Q1 		$10.4M Sell
93,642
-297,438
-76% -$32.8M 0.28% 64
2023
Q4 		$43.1M Buy
391,080
+171,937
+78% +$19M 1.28% 12
2023
Q3 		$24.2M Sell
219,143
-32,267
-13% -$3.56M 0.81% 21
2023
Q2 		$27.8M Sell
251,410
-148,373
-37% -$16.4M 0.89% 20
2023
Q1 		$44.2M Buy
399,783
+346,182
+646% +$38.1M 1.49% 10
2022
Q4 		$5.89M Buy
53,601
+35,758
+200% +$3.93M 0.26% 65
2022
Q3 		$1.96M Buy
17,843
+6,503
+57% +$715K 0.09% 152
2022
Q2 		$1.25M Buy
11,340
+7,697
+211% +$848K 0.06% 208
2022
Q1 		$402K Buy
3,643
+319
+10% +$35.2K 0.02% 488
2021
Q4 		$367K Sell
3,324
-90
-3% -$9.94K 0.01% 546
2021
Q3 		$377K Sell
3,414
-1,271
-27% -$140K 0.02% 487
2021
Q2 		$518K Sell
4,685
-36,352
-89% -$4.02M 0.02% 377
2021
Q1 		$4.54M Sell
41,037
-13,972
-25% -$1.54M 0.21% 81
2020
Q4 		$6.08M Sell
55,009
-20,458
-27% -$2.26M 0.33% 52
2020
Q3 		$8.35M Sell
75,467
-20,717
-22% -$2.29M 0.52% 36
2020
Q2 		$10.7M Buy
96,184
+75,612
+368% +$8.38M 0.7% 26
2020
Q1 		$2.28M Buy
20,572
+2,948
+17% +$326K 0.18% 91
2019
Q4 		$1.95M Buy
17,624
+9,540
+118% +$1.05M 0.15% 121
2019
Q3 		$894K Sell
8,084
-795
-9% -$87.9K 0.08% 185
2019
Q2 		$982K Sell
8,879
-3,879
-30% -$429K 0.1% 154
2019
Q1 		$1.41M Buy
12,758
+917
+8% +$101K 0.16% 105
2018
Q4 		$1.31M Buy
11,841
+11,167
+1,657% +$1.23M 0.18% 93
2018
Q3 		$74K Buy
674
+502
+292% +$55.4K 0.01% 686
2018
Q2 		$18K Hold
172
– – ﹤0.01% 1105
2018
Q1 		$19K Hold
172
– – ﹤0.01% 1024
2017
Q4 		$19K Hold
172
– – ﹤0.01% 1040
2017
Q3 		$19K Buy
172
+119
+225% +$13.1K ﹤0.01% 1027
2017
Q2 		$6K Sell
53
-230
-81% -$25.4K ﹤0.01% 1537
2017
Q1 		$31K Sell
283
-611
-68% -$67.4K 0.01% 802
2016
Q4 		$99K Buy
+894
New +$98.7K 0.02% 390

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

Parallel Advisors's SHV Position: Q1 2026 in Review

Parallel Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q1 2026, selling an estimated $589K and leaving 35,420 shares worth $3.91M. The position accounts for 0.07% of the portfolio, ranked #190.

Parallel Advisors first reported a position in SHV in Q4 2016 and has held it in 38 quarters since. The position peaked at $44.2M in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Parallel Advisors held 35,420 shares of iShares 0-1 Year Treasury Bond ETF worth $3.91M as of Q1 2026.
  • Parallel Advisors sold 5,344 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $589K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.07% of Parallel Advisors's portfolio in Q1 2026, its #190 holding.
  • Parallel Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $44.2M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.