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Prime Capital Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Prime Capital Investment 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 		$10.4M Buy
94,040
+72,090
+328% +$7.95M 0.12% 143
2025
Q4 		$2.42M Sell
21,950
-5,682
-21% -$627K 0.03% 318
2025
Q3 		$3.05M Sell
27,632
-69,109
-71% -$7.62M 0.04% 278
2025
Q2 		$10.7M Sell
96,741
-73,012
-43% -$8.05M 0.14% 120
2025
Q1 		$18.8M Buy
169,753
+166,159
+4,623% +$18.3M 0.22% 86
2024
Q4 		$396K Sell
3,594
-1,359
-27% -$150K 0.01% 635
2024
Q3 		$548K Sell
4,953
-2,386
-33% -$263K 0.01% 563
2024
Q2 		$811K Sell
7,339
-2,500
-25% -$276K 0.01% 474
2024
Q1 		$1.09M Buy
9,839
+268
+3% +$29.6K 0.02% 452
2023
Q4 		$1.05M Sell
9,571
-535,494
-98% -$59M 0.02% 423
2023
Q3 		$60.2M Sell
545,065
-330,585
-38% -$36.4M 1.23% 16
2023
Q2 		$96.7M Buy
875,650
+873,430
+39,344% +$96.3M 1.91% 10
2023
Q1 		$245K Buy
+2,220
New +$245K 0.01% 468
2022
Q4 		– Sell
-3,650
Closed -$402K – 543
2022
Q3 		$402K Sell
3,650
-1,263
-26% -$139K 0.02% 262
2022
Q2 		$541K Buy
+4,913
New +$541K 0.03% 219
2020
Q1 		– Sell
-332
Closed -$37K – 612
2019
Q4 		$37K Sell
332
-62
-16% -$6.85K ﹤0.01% 338
2019
Q3 		$44K Buy
+394
New +$43.6K 0.01% 318
2019
Q2 		– Sell
-219
Closed -$24K – 394
2019
Q1 		$24K Sell
219
-2,417
-92% -$267K 0.01% 230
2018
Q4 		$291K Buy
2,636
+2,468
+1,469% +$272K 0.11% 103
2018
Q3 		$19K Sell
168
-177
-51% -$19.5K 0.01% 227
2018
Q2 		$38K Buy
+345
New +$38.1K 0.02% 211

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

Prime Capital Investment Advisors's SHV Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 328% in Q1 2026, buying an estimated $7.95M and bringing the position to 94,040 shares worth $10.4M. The position accounts for 0.12% of the portfolio, ranked #143.

Prime Capital Investment Advisors first reported a position in SHV in Q2 2018 and has held it in 21 quarters since. The position peaked at $96.7M in Q2 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Prime Capital Investment Advisors held 94,040 shares of iShares 0-1 Year Treasury Bond ETF worth $10.4M as of Q1 2026.
  • Prime Capital Investment Advisors bought 72,090 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.95M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.12% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #143 holding.
  • Prime Capital Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 21 quarters since.
  • Prime Capital Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $96.7M in Q2 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.