SPWM
SHV icon

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

Schrum Private 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 		$876K Buy
7,939
+224
+3% +$24.7K 0.67% 44
2025
Q4 		$850K Buy
7,715
+174
+2% +$19.2K 0.63% 47
2025
Q3 		$833K Buy
7,541
+118
+2% +$13K 0.61% 46
2025
Q2 		$820K Buy
7,423
+424
+6% +$46.8K 0.66% 40
2025
Q1 		$773K Buy
6,999
+1,110
+19% +$122K 0.68% 42
2024
Q4 		$648K Buy
5,889
+585
+11% +$64.5K 0.55% 51
2024
Q3 		$587K Buy
5,304
+2,500
+89% +$276K 0.3% 79
2024
Q2 		$310K Buy
2,804
+254
+10% +$28K 0.28% 88
2024
Q1 		$282K Sell
2,550
-54
-2% -$5.96K 0.26% 96
2023
Q4 		$287K Buy
+2,604
New +$287K 0.41% 62
2023
Q1 		– Sell
-2,016
Closed -$222K – 109
2022
Q4 		$222K Sell
2,016
-2,899
-59% -$319K 0.26% 102
2022
Q3 		$541K Buy
4,915
+66
+1% +$7.26K 0.68% 42
2022
Q2 		$534K Buy
4,849
+6
+0.1% +$661 0.6% 48
2022
Q1 		$535K Buy
4,843
+1,016
+27% +$112K 0.54% 56
2021
Q4 		$423K Buy
+3,827
New +$423K 0.39% 71

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

Schrum Private Wealth Management's SHV Position: Q1 2026 in Review

Schrum Private Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.9% in Q1 2026, buying an estimated $24.7K and bringing the position to 7,939 shares worth $876K. The position accounts for 0.67% of the portfolio, ranked #44.

Schrum Private Wealth Management first reported a position in SHV in Q4 2021 and has held it in 15 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Schrum Private Wealth Management held 7,939 shares of iShares 0-1 Year Treasury Bond ETF worth $876K as of Q1 2026.
  • Schrum Private Wealth Management bought 224 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $24.7K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.67% of Schrum Private Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Schrum Private Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.