TA
SHV icon

TruWealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TruWealth Advisors’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 		$437K Buy
+3,962
New +$437K 0.02% 125
2025
Q3 		– Sell
-1,913
Closed -$211K – 188
2025
Q2 		$211K Sell
1,913
-3,827
-67% -$422K 0.01% 171
2025
Q1 		$634K Sell
5,740
-2,712
-32% -$299K 0.04% 98
2024
Q4 		$931K Sell
8,452
-4,494
-35% -$496K 0.06% 82
2024
Q3 		$1.43M Buy
12,946
+1,245
+11% +$137K 0.09% 75
2024
Q2 		$1.29M Buy
11,701
+6,941
+146% +$765K 0.09% 76
2024
Q1 		$526K Sell
4,760
-1,723
-27% -$190K 0.04% 99
2023
Q4 		$714K Sell
6,483
-4,404
-40% -$485K 0.05% 81
2023
Q3 		$1.2M Buy
10,887
+5,727
+111% +$631K 0.1% 74
2023
Q2 		$570K Buy
5,160
+697
+16% +$76.8K 0.05% 83
2023
Q1 		$493K Buy
+4,463
New +$492K 0.05% 88
2022
Q2 		– Sell
-1,824
Closed -$201K – 144
2022
Q1 		$201K Sell
1,824
-1,972
-52% -$218K 0.02% 123
2021
Q4 		$419K Sell
3,796
-254
-6% -$28.1K 0.04% 82
2021
Q3 		$447K Buy
4,050
+1,701
+72% +$188K 0.05% 80
2021
Q2 		$260K Sell
2,349
-2,125
-47% -$235K 0.03% 98
2021
Q1 		$494K Sell
4,474
-4,850
-52% -$536K 0.07% 71
2020
Q4 		$1.03M Buy
+9,324
New +$1.03M 0.15% 54

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

TruWealth Advisors's SHV Position: Q1 2026 in Review

TruWealth Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 3,962 shares worth $437K. The stake represents 0.02% of the portfolio and ranks #125 among its holdings. This is a return to the name: TruWealth Advisors previously reported a position in SHV as recently as Q2 2025.

TruWealth Advisors first reported a position in SHV in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.43M in Q3 2024. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • TruWealth Advisors held 3,962 shares of iShares 0-1 Year Treasury Bond ETF worth $437K as of Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new TruWealth Advisors position in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #125 holding.
  • TruWealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 17 quarters since.
  • TruWealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.43M in Q3 2024.
  • 739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.