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

Perigon Wealth Management’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 		$1.25M Sell
11,307
-105
-0.9% -$11.6K 0.02% 469
2025
Q4 		$1.26M Sell
11,412
-713
-6% -$78.6K 0.02% 476
2025
Q3 		$1.34M Sell
12,125
-452
-4% -$49.9K 0.03% 434
2025
Q2 		$1.39M Sell
12,577
-69
-0.5% -$7.61K 0.03% 405
2025
Q1 		$1.4M Sell
12,646
-3,918
-24% -$432K 0.04% 375
2024
Q4 		$1.83M Sell
16,564
-5,302
-24% -$585K 0.04% 324
2024
Q3 		$2.42M Buy
21,866
+250
+1% +$27.6K 0.06% 261
2024
Q2 		$2.39M Buy
21,616
+5,430
+34% +$599K 0.07% 230
2024
Q1 		$1.79M Buy
16,186
+1,805
+13% +$199K 0.05% 266
2023
Q4 		$1.58M Buy
14,381
+5,830
+68% +$643K 0.05% 261
2023
Q3 		$945K Sell
8,551
-4,247
-33% -$468K 0.04% 321
2023
Q2 		$1.41M Buy
12,798
+8,256
+182% +$910K 0.06% 253
2023
Q1 		$502K Buy
4,542
+1,619
+55% +$178K 0.03% 394
2022
Q4 		$321K Buy
+2,923
New +$321K 0.02% 509
2021
Q4 		– Sell
-2,771
Closed -$306K – 599
2021
Q3 		$306K Sell
2,771
-220
-7% -$24.3K 0.03% 415
2021
Q2 		$330K Buy
2,991
+61
+2% +$6.74K 0.03% 381
2021
Q1 		$324K Hold
2,930
– – 0.03% 375
2020
Q4 		$324K Sell
2,930
-231
-7% -$25.6K 0.04% 319
2020
Q3 		$350K Buy
3,161
+407
+15% +$45.1K 0.05% 278
2020
Q2 		$305K Buy
+2,754
New +$305K 0.05% 268

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

Perigon Wealth Management's SHV Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.92% in Q1 2026, selling an estimated $11.6K and leaving 11,307 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #469.

Perigon Wealth Management first reported a position in SHV in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.42M in Q3 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Perigon Wealth Management held 11,307 shares of iShares 0-1 Year Treasury Bond ETF worth $1.25M as of Q1 2026.
  • Perigon Wealth Management sold 105 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #469 holding.
  • Perigon Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 20 quarters since.
  • Perigon Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.42M in Q3 2024.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.