TI
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Tidal Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Tidal Investments’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
-32,300
Closed -$3.56M – 2558
2025
Q4 		$3.56M Buy
+32,300
New +$3.56M 0.01% 756
2025
Q2 		– Sell
-48,270
Closed -$5.33M – 2049
2025
Q1 		$5.33M Buy
+48,270
New +$5.32M 0.04% 393
2023
Q3 		– Sell
-2,700
Closed -$298K – 1366
2023
Q2 		$298K Sell
2,700
-1,800
-40% -$198K 0.01% 1049
2023
Q1 		$497K Buy
+4,500
New +$496K 0.02% 769
2020
Q4 		– Sell
-4,600
Closed -$509K – 425
2020
Q3 		$509K Hold
4,600
– – 0.07% 150
2020
Q2 		$509K Hold
4,600
– – 0.07% 157
2020
Q1 		$510K Buy
+4,600
New +$509K 0.15% 115

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
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 22.96% 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

Tidal Investments's SHV Position: Q1 2026 in Review

Tidal Investments sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 32,300 shares — an estimated $3.56M sold.

Tidal Investments first reported a position in SHV in Q1 2020 and held it in 7 quarters. The position peaked at $5.33M in Q1 2025. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Tidal Investments reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Tidal Investments sold 32,300 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.56M.
  • Tidal Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 7 quarters.
  • Tidal Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $5.33M in Q1 2025.
  • 739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.