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Sweeney & Michel’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sweeney & Michel’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 		$2.3M Buy
20,841
+131
+0.6% +$14.4K 0.68% 28
2025
Q4 		$2.28M Buy
20,710
+490
+2% +$54K 0.67% 28
2025
Q3 		$2.23M Buy
20,220
+1,852
+10% +$204K 0.75% 28
2025
Q2 		$2.02M Buy
18,368
+10,165
+124% +$1.12M 0.72% 26
2025
Q1 		$904K Buy
+8,203
New +$905K 0.4% 44

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

Sweeney & Michel's SHV Position: Q1 2026 in Review

Sweeney & Michel increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.63% in Q1 2026, buying an estimated $14.4K and bringing the position to 20,841 shares worth $2.3M. The position accounts for 0.68% of the portfolio, ranked #28.

Sweeney & Michel first reported a position in SHV in Q1 2025 and has held it in 5 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Sweeney & Michel held 20,841 shares of iShares 0-1 Year Treasury Bond ETF worth $2.3M as of Q1 2026.
  • Sweeney & Michel bought 131 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $14.4K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.68% of Sweeney & Michel's portfolio in Q1 2026, its #28 holding.
  • Sweeney & Michel first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.