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

TD Private Client 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 		$4.04M Sell
36,622
-2,408
-6% -$266K 0.08% 150
2025
Q4 		$4.3M Sell
39,030
-17,762
-31% -$1.96M 0.09% 145
2025
Q3 		$6.27M Sell
56,792
-726
-1% -$80.1K 0.14% 103
2025
Q2 		$6.35M Sell
57,518
-5,314
-8% -$586K 0.16% 95
2025
Q1 		$6.94M Sell
62,832
-18,749
-23% -$2.07M 0.19% 87
2024
Q4 		$8.98M Sell
81,581
-1,197
-1% -$132K 0.25% 69
2024
Q3 		$9.16M Buy
82,778
+4,600
+6% +$508K 0.26% 66
2024
Q2 		$8.64M Sell
78,178
-4,758
-6% -$525K 0.27% 63
2024
Q1 		$9.17M Buy
82,936
+4,051
+5% +$447K 0.3% 58
2023
Q4 		$8.69M Buy
78,885
+7,690
+11% +$848K 0.31% 59
2023
Q3 		$7.86M Sell
71,195
-11,006
-13% -$1.21M 0.34% 55
2023
Q2 		$9.08M Sell
82,201
-24,298
-23% -$2.68M 0.39% 46
2023
Q1 		$11.8M Buy
106,499
+7,223
+7% +$796K 0.53% 38
2022
Q4 		$10.9M Buy
99,276
+56,597
+133% +$6.22M 0.52% 38
2022
Q3 		$4.69M Buy
42,679
+20,114
+89% +$2.21M 0.24% 95
2022
Q2 		$2.48M Buy
22,565
+8,722
+63% +$961K 0.12% 181
2022
Q1 		$1.53M Sell
13,843
-8,397
-38% -$926K 0.07% 273
2021
Q4 		$2.46M Buy
+22,240
New +$2.46M 0.1% 203

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

TD Private Client Wealth's SHV Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.2% in Q1 2026, selling an estimated $266K and leaving 36,622 shares worth $4.04M. The position accounts for 0.08% of the portfolio, ranked #150.

TD Private Client Wealth first reported a position in SHV in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.8M in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • TD Private Client Wealth held 36,622 shares of iShares 0-1 Year Treasury Bond ETF worth $4.04M as of Q1 2026.
  • TD Private Client Wealth sold 2,408 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $266K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of TD Private Client Wealth's portfolio in Q1 2026, its #150 holding.
  • TD Private Client Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • TD Private Client Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $11.8M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.