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

SageView 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 		– Sell
-145
Closed -$16K – 2108
2025
Q4 		$16K Buy
+145
New +$16K ﹤0.01% 1534
2024
Q2 		– Sell
-5,915
Closed -$1.1M – 733
2024
Q1 		$1.1M Buy
+5,915
New +$653K 0.06% 186
2023
Q4 		– Sell
-7,938
Closed -$875K – 354
2023
Q3 		$877K Sell
7,938
-5,239
-40% -$578K 0.05% 230
2023
Q2 		$1.46M Buy
+13,177
New +$1.45M 0.08% 168

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SageView Advisory Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 145 shares — an estimated $16K sold.

SageView Advisory Group first reported a position in SHV in Q2 2023 and held it in 4 quarters. The position peaked at $1.46M in Q2 2023. 740 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 145 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $16K.
  • SageView Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
  • SageView Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $1.46M in Q2 2023.
  • 740 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.