UAG
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United Advisor Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

United Advisor Group’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 		$754K Buy
+6,830
New +$753K 0.09% 222

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

United Advisor Group's SHV Position: Q1 2026 in Review

United Advisor Group opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 6,830 shares worth $754K. The stake represents 0.09% of the portfolio and ranks #222 among its holdings.

736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • United Advisor Group held 6,830 shares of iShares 0-1 Year Treasury Bond ETF worth $754K as of Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new United Advisor Group position in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.09% of United Advisor Group's portfolio in Q1 2026, its #222 holding.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.