PAG
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Private Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Private Advisory Group’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 		$2.24M Sell
20,317
-80
-0.4% -$8.82K 0.15% 116
2025
Q4 		$2.25M Buy
20,397
+15,401
+308% +$1.7M 0.18% 91
2025
Q3 		$552K Sell
4,996
-78,348
-94% -$8.64M 0.05% 153
2025
Q2 		$9.2M Buy
83,344
+73,898
+782% +$8.15M 0.83% 41
2025
Q1 		$1.04M Sell
9,446
-46,170
-83% -$5.09M 0.12% 107
2024
Q4 		$6.12M Buy
55,616
+37,003
+199% +$4.08M 0.69% 37
2024
Q3 		$2.06M Buy
+18,613
New +$2.05M 0.25% 85
2024
Q2 		– Sell
-2,094
Closed -$231K – 200
2024
Q1 		$231K Sell
2,094
-15,333
-88% -$1.69M 0.03% 168
2023
Q4 		$1.92M Sell
17,427
-1,090
-6% -$120K 0.33% 76
2023
Q3 		$2.05M Buy
18,517
+1,464
+9% +$161K 0.4% 70
2023
Q2 		$1.88M Sell
17,053
-467
-3% -$51.5K 0.37% 65
2023
Q1 		$1.94M Buy
17,520
+2,147
+14% +$237K 0.41% 60
2022
Q4 		$1.69M Sell
15,373
-233
-1% -$25.6K 0.37% 65
2022
Q3 		$1.72M Buy
15,606
+685
+5% +$75.4K 0.39% 62
2022
Q2 		$1.64M Buy
14,921
+1,621
+12% +$179K 0.37% 59
2022
Q1 		$1.47M Buy
+13,300
New +$1.47M 0.29% 68
2020
Q3 		– Sell
-36,761
Closed -$4.07M – 121
2020
Q2 		$4.07M Buy
+36,761
New +$4.07M 1.67% 20
2020
Q1 		– Sell
-45,469
Closed -$5.02M – 124
2019
Q4 		$5.02M Sell
45,469
-15,851
-26% -$1.75M 2.01% 13
2019
Q3 		$6.78M Buy
+61,320
New +$6.78M 2.98% 7
2018
Q1 		– Sell
-20,685
Closed -$2.28M – 127
2017
Q4 		$2.28M Sell
20,685
-8,975
-30% -$990K 1.23% 29
2017
Q3 		$3.27M Buy
29,660
+5,676
+24% +$626K 1.94% 14
2017
Q2 		$2.65M Buy
23,984
+6,424
+37% +$708K 1.58% 21
2017
Q1 		$1.94M Buy
+17,560
New +$1.94M 1.3% 20

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 $462M AUM 52.29% 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

Private Advisory Group's SHV Position: Q1 2026 in Review

Private Advisory Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.39% in Q1 2026, selling an estimated $8.82K and leaving 20,317 shares worth $2.24M. The position accounts for 0.15% of the portfolio, ranked #116.

Private Advisory Group first reported a position in SHV in Q1 2017 and has held it in 23 quarters since. The position peaked at $9.2M in Q2 2025. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Private Advisory Group held 20,317 shares of iShares 0-1 Year Treasury Bond ETF worth $2.24M as of Q1 2026.
  • Private Advisory Group sold 80 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $8.82K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.15% of Private Advisory Group's portfolio in Q1 2026, its #116 holding.
  • Private Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2017 and has held it in 23 quarters since.
  • Private Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $9.2M in Q2 2025.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.