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Smartleaf Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Smartleaf Asset 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 		$62.7K Sell
568
-7
-1% -$772 ﹤0.01% 1332
2025
Q4 		$63.3K Buy
575
+565
+5,650% +$62.3K ﹤0.01% 1432
2025
Q3 		$1.1K Buy
+10
New +$1.1K ﹤0.01% 2726

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

Smartleaf Asset Management's SHV Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.2% in Q1 2026, selling an estimated $772 and leaving 568 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Smartleaf Asset Management first reported a position in SHV in Q3 2025 and has held it in 3 quarters since. The position peaked at $63.3K in Q4 2025. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Smartleaf Asset Management held 568 shares of iShares 0-1 Year Treasury Bond ETF worth $62.7K as of Q1 2026.
  • Smartleaf Asset Management sold 7 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $772.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1332 holding.
  • Smartleaf Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Smartleaf Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $63.3K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.