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

SOA 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 		$33.8K Hold
306
– – 0.01% 430
2025
Q4 		$33.7K Buy
306
+1
+0.3% +$110 0.01% 431
2025
Q3 		$33.7K Buy
305
+23
+8% +$2.54K 0.01% 433
2025
Q2 		$31.1K Buy
282
+12
+4% +$1.32K 0.01% 438
2025
Q1 		$29.8K Buy
270
+4
+2% +$441 0.01% 407
2024
Q4 		$29.3K Buy
266
+27
+11% +$2.98K 0.01% 397
2024
Q3 		$26.4K Buy
239
+9
+4% +$993 0.01% 410
2024
Q2 		$25.4K Buy
230
+17
+8% +$1.88K 0.01% 404
2024
Q1 		$23.5K Buy
213
+7
+3% +$772 ﹤0.01% 420
2023
Q4 		$22.7K Sell
206
-31
-13% -$3.42K 0.01% 405
2023
Q3 		$26.2K Buy
237
+4
+2% +$441 0.01% 373
2023
Q2 		$25.7K Buy
233
+14
+6% +$1.54K 0.01% 387
2023
Q1 		$24.2K Buy
219
+9
+4% +$991 0.01% 391
2022
Q4 		$23.1K Buy
210
+4
+2% +$440 0.01% 382
2022
Q3 		$22K Buy
206
+2
+1% +$220 0.01% 370
2022
Q2 		$22K Sell
204
-14
-6% -$1.54K 0.01% 370
2022
Q1 		$24K Buy
218
+6
+3% +$662 0.01% 433
2021
Q4 		$23K Sell
212
-2
-0.9% -$221 0.01% 428
2021
Q3 		$23K Buy
214
+12
+6% +$1.33K 0.01% 434
2021
Q2 		$22K Buy
202
+15
+8% +$1.66K 0.01% 448
2021
Q1 		$20K Buy
187
+4
+2% +$442 0.01% 407
2020
Q4 		$20K Buy
+183
New +$20.2K 0.01% 407

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

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

SOA Wealth Advisors held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 306 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #430.

SOA Wealth Advisors first reported a position in SHV in Q4 2020 and has held it in 22 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • SOA Wealth Advisors held 306 shares of iShares 0-1 Year Treasury Bond ETF worth $33.8K as of Q1 2026.
  • SOA Wealth Advisors left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #430 holding.
  • SOA Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.