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Smith, Moore & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Smith, Moore & Co’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
-2,112
Closed -$233K – 577
2025
Q4 		$233K Buy
2,112
+192
+10% +$21.2K 0.02% 476
2025
Q3 		$212K Buy
1,920
+2
+0.1% +$221 0.02% 494
2025
Q2 		$212K Buy
1,918
+1
+0.1% +$110 0.02% 482
2025
Q1 		$212K Sell
1,917
-2,085
-52% -$230K 0.02% 451
2024
Q4 		$441K Buy
4,002
+537
+15% +$59.2K 0.04% 304
2024
Q3 		$383K Sell
3,465
-1,040
-23% -$115K 0.04% 317
2024
Q2 		$498K Sell
4,505
-255
-5% -$28.1K 0.05% 270
2024
Q1 		$526K Sell
4,760
-3,189
-40% -$352K 0.06% 260
2023
Q4 		$875K Buy
7,949
+3,234
+69% +$356K 0.1% 175
2023
Q3 		$521K Sell
4,715
-18,917
-80% -$2.09M 0.07% 231
2023
Q2 		$2.61M Sell
23,632
-46,928
-67% -$5.17M 0.33% 62
2023
Q1 		$7.8M Sell
70,560
-93,465
-57% -$10.3M 1.06% 20
2022
Q4 		$18M Sell
164,025
-3,533
-2% -$388K 2.5% 10
2022
Q3 		$18.4M Buy
+167,558
New +$18.4M 2.8% 6

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

Smith, Moore & Co's SHV Position: Q1 2026 in Review

Smith, Moore & Co sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 2,112 shares — an estimated $233K sold.

Smith, Moore & Co first reported a position in SHV in Q3 2022 and held it in 14 quarters. The position peaked at $18.4M in Q3 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Smith, Moore & Co reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Smith, Moore & Co sold 2,112 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $233K.
  • Smith, Moore & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 14 quarters.
  • Smith, Moore & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $18.4M in Q3 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.