SAM
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Summit Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Summit Asset 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
-2,355
Closed -$259K – 178
2025
Q4 		$259K Buy
+2,355
New +$260K 0.04% 150

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Wells Fargo
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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 22.9% 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

Summit Asset Management's SHV Position: Q1 2026 in Review

Summit Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 2,355 shares — an estimated $259K sold.

Summit Asset Management first reported a position in SHV in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 742 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Summit Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Asset Management sold 2,355 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $259K.
  • Summit Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Summit Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $259K in Q4 2025.
  • 742 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.