Stillwater Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stillwater Private Wealth’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	$325K	Buy	+2,950	New	+$325K	0.28%	57

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stillwater Private Wealth's SHV Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 2,950 shares worth $325K. The stake represents 0.28% of the portfolio and ranks #57 among its holdings.

736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Stillwater Private Wealth held 2,950 shares of iShares 0-1 Year Treasury Bond ETF worth $325K as of Q1 2026.
iShares 0-1 Year Treasury Bond ETF was a new Stillwater Private Wealth position in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.28% of Stillwater Private Wealth's portfolio in Q1 2026, its #57 holding.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.