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SOL Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

SOL Capital 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 		– Sell
-8,820
Closed -$972K – 261
2025
Q4 		$972K Hold
8,820
– – 0.09% 179
2025
Q3 		$975K Sell
8,820
-565
-6% -$62.3K 0.09% 174
2025
Q2 		$1.04M Sell
9,385
-8,285
-47% -$914K 0.1% 168
2025
Q1 		$1.95M Sell
17,670
-34,147
-66% -$3.77M 0.22% 118
2024
Q4 		$5.71M Sell
51,817
-1,560
-3% -$172K 0.64% 39
2024
Q3 		$5.91M Buy
53,377
+5,530
+12% +$610K 0.66% 40
2024
Q2 		$5.29M Buy
47,847
+21,614
+82% +$2.38M 0.63% 40
2024
Q1 		$2.9M Buy
26,233
+12,657
+93% +$1.4M 0.36% 85
2023
Q4 		$1.5M Buy
13,576
+3,636
+37% +$401K 0.2% 127
2023
Q3 		$1.1M Buy
9,940
+4,640
+88% +$512K 0.17% 139
2023
Q2 		$585K Buy
5,300
+2,465
+87% +$272K 0.09% 189
2023
Q1 		$313K Sell
2,835
-450
-14% -$49.6K 0.05% 238
2022
Q4 		$361K Buy
+3,285
New +$361K 0.06% 222
2021
Q2 		– Sell
-4,567
Closed -$505K – 247
2021
Q1 		$505K Sell
4,567
-16,647
-78% -$1.84M 0.11% 165
2020
Q4 		$2.35M Sell
21,214
-18,637
-47% -$2.06M 0.55% 53
2020
Q3 		$4.41M Sell
39,851
-99,327
-71% -$11M 1.21% 19
2020
Q2 		$15.4M Buy
139,178
+6,220
+5% +$689K 4.36% 1
2020
Q1 		$14.8M Buy
132,958
+115,220
+650% +$12.8M 4.88% 1
2019
Q4 		$1.96M Buy
+17,738
New +$1.96M 0.49% 58

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOL Capital Management's SHV Position: Q1 2026 in Review

SOL Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 8,820 shares — an estimated $972K sold.

SOL Capital Management first reported a position in SHV in Q4 2019 and held it in 19 quarters. The position peaked at $15.4M in Q2 2020. 741 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • SOL Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 8,820 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $972K.
  • SOL Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 19 quarters.
  • SOL Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $15.4M in Q2 2020.
  • 741 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.