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

Signal Advisors Wealth’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 		$1.96M Buy
17,759
+9,171
+107% +$1.01M 0.13% 143
2025
Q4 		$946K Buy
8,588
+718
+9% +$79.2K 0.08% 202
2025
Q3 		$870K Buy
7,870
+2,259
+40% +$249K 0.08% 180
2025
Q2 		$620K Sell
5,611
-118
-2% -$13K 0.05% 263
2025
Q1 		$633K Sell
5,729
-1,865
-25% -$206K 0.06% 242
2024
Q4 		$836K Buy
7,594
+125
+2% +$13.8K 0.09% 199
2024
Q3 		$826K Buy
+7,469
New +$824K 0.12% 192
2024
Q2 		– Sell
-5,387
Closed -$596K – 243
2024
Q1 		$596K Buy
5,387
+1,888
+54% +$208K 0.15% 143
2023
Q4 		$385K Buy
+3,499
New +$386K 0.13% 147

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

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

Signal Advisors Wealth increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 107% in Q1 2026, buying an estimated $1.01M and bringing the position to 17,759 shares worth $1.96M. The position accounts for 0.13% of the portfolio, ranked #143.

Signal Advisors Wealth first reported a position in SHV in Q4 2023 and has held it in 9 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Signal Advisors Wealth held 17,759 shares of iShares 0-1 Year Treasury Bond ETF worth $1.96M as of Q1 2026.
  • Signal Advisors Wealth bought 9,171 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.01M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.13% of Signal Advisors Wealth's portfolio in Q1 2026, its #143 holding.
  • Signal Advisors Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.