SWA
SHV icon

SFMG Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

SFMG Wealth 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 		$501K Sell
4,536
-1,074
-19% -$118K 0.03% 188
2025
Q4 		$618K Sell
5,610
-689
-11% -$76K 0.04% 159
2025
Q3 		$696K Sell
6,299
-245
-4% -$27K 0.05% 137
2025
Q2 		$723K Buy
+6,544
New +$722K 0.05% 121
2025
Q1 		– Sell
-69,745
Closed -$7.68M – 293
2024
Q4 		$7.68M Buy
+69,745
New +$7.69M 0.61% 23
2021
Q4 		– Sell
-11,096
Closed -$1.23M – 302
2021
Q3 		$1.23M Sell
11,096
-879
-7% -$97.1K 0.14% 82
2021
Q2 		$1.32M Sell
11,975
-9,051
-43% -$1M 0.15% 75
2021
Q1 		$2.32M Sell
21,026
-734
-3% -$81.1K 0.27% 49
2020
Q4 		$2.4M Buy
21,760
+13
+0.1% +$1.44K 0.31% 43
2020
Q3 		$2.41M Sell
21,747
-283
-1% -$31.3K 0.33% 36
2020
Q2 		$2.44M Sell
22,030
-1,400
-6% -$155K 0.35% 34
2020
Q1 		$2.6M Buy
+23,430
New +$2.59M 0.39% 22
2017
Q1 		– Sell
-7,894
Closed -$871K – 121
2016
Q4 		$871K Sell
7,894
-1,964
-20% -$217K 0.19% 44
2016
Q3 		$1.09M Sell
9,858
-3,071
-24% -$339K 0.24% 45
2016
Q2 		$1.43M Sell
12,929
-194,683
-94% -$21.5M 0.32% 35
2016
Q1 		$22.9M Sell
207,612
-4,146
-2% -$457K 5.05% 8
2015
Q4 		$23.3M Sell
211,758
-4,148
-2% -$457K 5.32% 8
2015
Q3 		$23.8M Buy
+215,906
New +$23.8M 5.76% 7

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

SFMG Wealth Advisors's SHV Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 19% in Q1 2026, selling an estimated $118K and leaving 4,536 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #188.

SFMG Wealth Advisors first reported a position in SHV in Q3 2015 and has held it in 18 quarters since. The position peaked at $23.8M in Q3 2015. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • SFMG Wealth Advisors held 4,536 shares of iShares 0-1 Year Treasury Bond ETF worth $501K as of Q1 2026.
  • SFMG Wealth Advisors sold 1,074 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $118K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #188 holding.
  • SFMG Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2015 and has held it in 18 quarters since.
  • SFMG Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $23.8M in Q3 2015.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.