U.S. Capital Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

U.S. Capital Wealth 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	$13.1M	Buy	118,735 +48,890	+70%	+$5.39M	0.33%	64
2025 Q4	$7.69M	Buy	69,845 +13,662	+24%	+$1.51M	0.2%	128
2025 Q3	$6.21M	Buy	56,183 +8,355	+17%	+$921K	0.17%	143
2025 Q2	$5.28M	Sell	47,828 -6,666	-12%	-$735K	0.15%	155
2025 Q1	$6.02M	Buy	54,494 +5,447	+11%	+$601K	0.18%	139
2024 Q4	$5.4M	Buy	+49,047	New	+$5.41M	0.17%	146
2023 Q1	–	Sell	-29,993	Closed	-$3.3M	–	1374
2022 Q4	$3.3M	Buy	29,993 +19,380	+183%	+$2.13M	0.15%	135
2022 Q3	$1.17M	Buy	10,613 +1,302	+14%	+$143K	0.06%	307
2022 Q2	$1.02M	Buy	+9,311	New	+$1.03M	0.05%	347

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

U.S. Capital Wealth Advisors's SHV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 70% in Q1 2026, buying an estimated $5.39M and bringing the position to 118,735 shares worth $13.1M. The position accounts for 0.33% of the portfolio, ranked #64.

U.S. Capital Wealth Advisors first reported a position in SHV in Q2 2022 and has held it in 9 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

U.S. Capital Wealth Advisors held 118,735 shares of iShares 0-1 Year Treasury Bond ETF worth $13.1M as of Q1 2026.
U.S. Capital Wealth Advisors bought 48,890 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $5.39M.
iShares 0-1 Year Treasury Bond ETF made up 0.33% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #64 holding.
U.S. Capital Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 9 quarters since.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.