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Strategic Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Strategic Wealth Partners’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 		$18M Buy
162,783
+8,658
+6% +$955K 1.25% 14
2025
Q4 		$17M Buy
154,125
+19,307
+14% +$2.13M 1.16% 19
2025
Q3 		$14.9M Buy
134,818
+2,063
+2% +$228K 1.11% 16
2025
Q2 		$14.7M Buy
+132,755
New +$14.6M 1.15% 18
2024
Q4 		$14.4M Sell
130,539
-6,266
-5% -$691K 1.19% 18
2024
Q3 		$15.1M Buy
136,805
+11,962
+10% +$1.32M 1.46% 11
2024
Q2 		$13.8M Buy
124,843
+5,013
+4% +$553K 1.44% 12
2024
Q1 		$13.2M Buy
119,830
+7,576
+7% +$836K 1.45% 12
2023
Q4 		$12.4M Sell
112,254
-6,911
-6% -$762K 1.52% 12
2023
Q3 		$13.2M Buy
119,165
+7,614
+7% +$839K 1.73% 11
2023
Q2 		$12.3M Buy
111,551
+6,524
+6% +$719K 1.59% 11
2023
Q1 		$11.6M Buy
105,027
+17,722
+20% +$1.95M 1.78% 12
2022
Q4 		$9.6M Buy
87,305
+22,938
+36% +$2.52M 1.78% 10
2022
Q3 		$7.08M Buy
64,367
+3,002
+5% +$330K 1.5% 12
2022
Q2 		$6.76M Buy
61,365
+52,217
+571% +$5.75M 1.46% 13
2022
Q1 		$1.01M Buy
9,148
+1,943
+27% +$214K 0.2% 136
2021
Q4 		$796K Sell
7,205
-183
-2% -$20.2K 0.15% 158
2021
Q3 		$816K Buy
7,388
+2,658
+56% +$294K 0.24% 115
2021
Q2 		$523K Sell
4,730
-3,250
-41% -$359K 0.17% 147
2021
Q1 		$882K Sell
7,980
-1,494
-16% -$165K 0.35% 72
2020
Q4 		$1.05M Sell
9,474
-3,477
-27% -$385K 0.44% 65
2020
Q3 		$1.43M Sell
12,951
-4,025
-24% -$446K 0.72% 33
2020
Q2 		$1.88M Sell
16,976
-3,787
-18% -$420K 0.97% 21
2020
Q1 		$2.29M Hold
20,763
– – 1.2% 17
2019
Q4 		$2.29M Sell
20,763
-18,289
-47% -$2.02M 1.19% 17
2019
Q3 		$1.83M Sell
39,052
-26,607
-41% -$2.94M 9.38% 2
2019
Q2 		$7.26M Buy
65,659
+13,858
+27% +$1.53M 3.51% 3
2019
Q1 		$5.72M Buy
51,801
+32,113
+163% +$3.55M 2.63% 4
2018
Q4 		$2.54M Buy
19,688
+18,015
+1,077% +$1.99M 1.28% 14
2018
Q3 		$185K Buy
+1,673
New +$185K 0.1% 136

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

Strategic Wealth Partners's SHV Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.6% in Q1 2026, buying an estimated $955K and bringing the position to 162,783 shares worth $18M. The position accounts for 1.25% of the portfolio, ranked #14.

Strategic Wealth Partners first reported a position in SHV in Q3 2018 and has held it in 30 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Strategic Wealth Partners held 162,783 shares of iShares 0-1 Year Treasury Bond ETF worth $18M as of Q1 2026.
  • Strategic Wealth Partners bought 8,658 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $955K.
  • iShares 0-1 Year Treasury Bond ETF made up 1.25% of Strategic Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • Strategic Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and has held it in 30 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.