Valmark Advisers’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Valmark Advisers’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	$289K	Buy	+2,615	New	+$288K	﹤0.01%	589
2025 Q3	–	Sell	-4,771	Closed	-$527K	–	676
2025 Q2	$527K	Buy	4,771 +499	+12%	+$55K	0.01%	436
2025 Q1	$472K	Buy	4,272 +29	+0.7%	+$3.2K	0.01%	440
2024 Q4	$467K	Buy	4,243 +68	+2%	+$7.5K	0.01%	431
2024 Q3	$462K	Buy	+4,175	New	+$461K	0.01%	425
2014 Q1	–	Sell	-8,323	Closed	-$918K	–	57
2013 Q4	$918K	Buy	+8,323	New	+$918K	0.03%	36

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

Valmark Advisers's SHV Position: Q1 2026 in Review

Valmark Advisers opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 2,615 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in SHV as recently as Q2 2025.

Valmark Advisers first reported a position in SHV in Q4 2013 and has held it in 6 quarters since. The position peaked at $918K in Q4 2013. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Valmark Advisers held 2,615 shares of iShares 0-1 Year Treasury Bond ETF worth $289K as of Q1 2026.
iShares 0-1 Year Treasury Bond ETF was a new Valmark Advisers position in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q1 2026, its #589 holding.
Valmark Advisers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2013 and has held it in 6 quarters since.
Valmark Advisers's iShares 0-1 Year Treasury Bond ETF position peaked at $918K in Q4 2013.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.