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Snowden Capital Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Snowden Capital 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 		$1.79M Sell
16,215
-1,063
-6% -$117K 0.05% 363
2025
Q4 		$1.9M Sell
17,278
-5,334
-24% -$588K 0.05% 343
2025
Q3 		$2.5M Sell
22,612
-36
-0.2% -$3.97K 0.07% 274
2025
Q2 		$2.5M Buy
22,648
+1,323
+6% +$146K 0.07% 260
2025
Q1 		$2.36M Sell
21,325
-843
-4% -$93K 0.08% 265
2024
Q4 		$2.44M Buy
22,168
+17,583
+383% +$1.94M 0.08% 254
2024
Q3 		$507K Sell
4,585
-7,072
-61% -$780K 0.02% 765
2024
Q2 		$1.29M Sell
11,657
-134
-1% -$14.8K 0.04% 434
2024
Q1 		$1.3M Buy
11,791
+7,614
+182% +$840K 0.04% 432
2023
Q4 		$460K Buy
4,177
+2,011
+93% +$222K 0.02% 738
2023
Q3 		$239K Sell
2,166
-599
-22% -$66K 0.01% 941
2023
Q2 		$305K Buy
2,765
+307
+12% +$33.8K 0.01% 950
2023
Q1 		$272K Sell
2,458
-50
-2% -$5.51K 0.01% 976
2022
Q4 		$276K Buy
2,508
+322
+15% +$35.4K 0.01% 944
2022
Q3 		$240K Sell
2,186
-13
-0.6% -$1.43K 0.01% 975
2022
Q2 		$242K Buy
2,199
+313
+17% +$34.5K 0.01% 960
2022
Q1 		$207K Buy
1,886
+335
+22% +$37K 0.01% 967
2021
Q4 		$171K Buy
+1,551
New +$171K 0.01% 701
2021
Q1 		– Sell
-23,664
Closed -$2.62M – 812
2020
Q4 		$2.62M Buy
23,664
+2,511
+12% +$278K 0.17% 178
2020
Q3 		$2.34M Buy
21,153
+54
+0.3% +$5.98K 0.19% 169
2020
Q2 		$2.34M Buy
21,099
+585
+3% +$64.8K 0.2% 159
2020
Q1 		$2.28M Buy
20,514
+805
+4% +$89.1K 0.25% 128
2019
Q4 		$2.18M Sell
19,709
-43
-0.2% -$4.75K 0.19% 156
2019
Q3 		$2.18M Buy
19,752
+245
+1% +$27.1K 0.22% 151
2019
Q2 		$2.16M Buy
19,507
+280
+1% +$30.9K 0.22% 156
2019
Q1 		$2.13M Buy
+19,227
New +$2.12M 0.23% 151

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

Snowden Capital Advisors's SHV Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.2% in Q1 2026, selling an estimated $117K and leaving 16,215 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #363.

Snowden Capital Advisors first reported a position in SHV in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.62M in Q4 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Snowden Capital Advisors held 16,215 shares of iShares 0-1 Year Treasury Bond ETF worth $1.79M as of Q1 2026.
  • Snowden Capital Advisors sold 1,063 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $117K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Snowden Capital Advisors's portfolio in Q1 2026, its #363 holding.
  • Snowden Capital Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 26 quarters since.
  • Snowden Capital Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.62M in Q4 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.