VFA
SHV icon

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

Values First 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 		$334K Buy
3,025
+615
+26% +$67.8K 0.17% 126
2025
Q4 		$265K Sell
2,410
-320
-12% -$35.3K 0.14% 146
2025
Q3 		$302K Buy
2,730
+1,119
+69% +$123K 0.16% 135
2025
Q2 		$178K Buy
1,611
+809
+101% +$89.2K 0.1% 163
2025
Q1 		$88.5K Sell
802
-688
-46% -$75.9K 0.05% 170
2024
Q4 		$164K Buy
1,490
+1,112
+294% +$123K 0.09% 174
2024
Q3 		$41.8K Sell
378
-69,393
-99% -$7.66M 0.02% 246
2024
Q2 		$7.71M Buy
69,771
+829
+1% +$91.4K 4.62% 2
2024
Q1 		$7.62M Sell
68,942
-1,327
-2% -$146K 4.47% 2
2023
Q4 		$7.74M Buy
70,269
+9,414
+15% +$1.04M 4.67% 2
2023
Q3 		$6.72M Sell
60,855
-170
-0.3% -$18.7K 4.34% 3
2023
Q2 		$6.74M Sell
61,025
-28,202
-32% -$3.11M 4.07% 3
2023
Q1 		$9.86M Buy
89,227
+1,763
+2% +$194K 6.28% 2
2022
Q4 		$9.61M Buy
87,464
+43,811
+100% +$4.82M 6.71% 2
2022
Q3 		$4.8M Buy
43,653
+1,188
+3% +$131K 3.45% 3
2022
Q2 		$4.68M Buy
42,465
+18,205
+75% +$2.01M 3.32% 4
2022
Q1 		$2.67M Sell
24,260
-574
-2% -$63.3K 1.69% 8
2021
Q4 		$2.74M Buy
24,834
+4,560
+22% +$504K 1.62% 9
2021
Q3 		$2.24M Buy
20,274
+1,822
+10% +$201K 1.45% 17
2021
Q2 		$2.04M Buy
18,452
+668
+4% +$73.8K 1.38% 23
2021
Q1 		$1.97M Buy
17,784
+966
+6% +$107K 1.45% 15
2020
Q4 		$1.86M Buy
16,818
+346
+2% +$38.3K 1.48% 15
2020
Q3 		$1.82M Buy
16,472
+863
+6% +$95.5K 1.68% 8
2020
Q2 		$1.73M Buy
15,609
+31
+0.2% +$3.44K 1.71% 6
2020
Q1 		$1.73M Buy
15,578
+679
+5% +$75.1K 2.08% 4
2019
Q4 		$1.65M Buy
+14,899
New +$1.65M 1.59% 12

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

Values First Advisors's SHV Position: Q1 2026 in Review

Values First Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 26% in Q1 2026, buying an estimated $67.8K and bringing the position to 3,025 shares worth $334K. The position accounts for 0.17% of the portfolio, ranked #126.

Values First Advisors first reported a position in SHV in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.86M in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Values First Advisors held 3,025 shares of iShares 0-1 Year Treasury Bond ETF worth $334K as of Q1 2026.
  • Values First Advisors bought 615 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $67.8K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.17% of Values First Advisors's portfolio in Q1 2026, its #126 holding.
  • Values First Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Values First Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $9.86M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.