SAM
SHV icon

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

Synergy 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
Q2 		$289K Buy
2,623
+594
+29% +$65.5K 0.03% 214
2026
Q1 		$224K Buy
+2,029
New +$224K 0.02% 230
2025
Q1 		– Sell
-462
Closed -$51.1K – 713
2024
Q4 		$51.1K Buy
+462
New +$50.9K ﹤0.01% 274
2021
Q1 		– Sell
-13,879
Closed -$1.53M – 109
2020
Q4 		$1.53M Buy
+13,879
New +$1.54M 0.48% 48

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Synergy Asset Management's SHV Position: Q2 2026 in Review

Synergy Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 29% in Q2 2026, buying an estimated $65.5K and bringing the position to 2,623 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #214.

Synergy Asset Management first reported a position in SHV in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.53M in Q4 2020. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Synergy Asset Management held 2,623 shares of iShares 0-1 Year Treasury Bond ETF worth $289K as of Q2 2026.
  • Synergy Asset Management bought 594 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $65.5K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #214 holding.
  • Synergy Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • Synergy Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.53M in Q4 2020.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.