VFA
SHV icon

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

Voya Financial 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 		$1.3M Buy
11,822
+1,363
+13% +$150K 0.13% 69
2025
Q4 		$1.15M Buy
10,459
+1,490
+17% +$164K 0.11% 89
2025
Q3 		$991K Buy
8,969
+2,143
+31% +$236K 0.1% 96
2025
Q2 		$754K Buy
6,826
+2,652
+64% +$292K 0.08% 118
2025
Q1 		$461K Buy
4,174
+1,442
+53% +$159K 0.05% 152
2024
Q4 		$301K Sell
2,732
-3,135
-53% -$346K 0.03% 191
2024
Q3 		$649K Buy
5,867
+111
+2% +$12.2K 0.07% 134
2024
Q2 		$636K Buy
5,756
+3,893
+209% +$429K 0.07% 129
2024
Q1 		$206K Buy
+1,863
New +$206K 0.02% 234
2023
Q1 		– Sell
-83,869
Closed -$9.22M – 247
2022
Q4 		$9.22M Sell
83,869
-17,256
-17% -$1.9M 1.2% 12
2022
Q3 		$11.1M Sell
101,125
-3,076
-3% -$338K 1.44% 11
2022
Q2 		$11.5M Buy
104,201
+40,480
+64% +$4.46M 1.43% 11
2022
Q1 		$7.02M Buy
+63,721
New +$7.03M 0.8% 12
2021
Q2 		– Sell
-85,034
Closed -$9.4M – 536
2021
Q1 		$9.4M Sell
85,034
-10,932
-11% -$1.21M 0.37% 39
2020
Q4 		$10.6M Buy
95,966
+19,090
+25% +$2.11M 0.46% 32
2020
Q3 		$8.51M Buy
76,876
+10,690
+16% +$1.18M 0.42% 38
2020
Q2 		$7.33M Sell
66,186
-2,720
-4% -$301K 0.38% 49
2020
Q1 		$7.65M Sell
68,906
-36,688
-35% -$4.06M 0.42% 40
2019
Q4 		$11.7M Buy
105,594
+54,383
+106% +$6.01M 0.57% 34
2019
Q3 		$5.66M Sell
51,211
-7,867
-13% -$870K 0.31% 65
2019
Q2 		$6.54M Sell
59,078
-2,573
-4% -$284K 0.35% 58
2019
Q1 		$6.82M Sell
61,651
-155,713
-72% -$17.2M 0.4% 53
2018
Q4 		$24M Buy
217,364
+184,011
+552% +$20.3M 1.6% 12
2018
Q3 		$3.68M Sell
33,353
-4,524
-12% -$499K 0.22% 91
2018
Q2 		$4.18M Sell
37,877
-2,781
-7% -$307K 0.27% 75
2018
Q1 		$4.49M Sell
40,658
-1,363
-3% -$150K 0.3% 69
2017
Q4 		$4.63M Buy
42,021
+322
+0.8% +$35.5K 0.3% 71
2017
Q3 		$4.6M Sell
41,699
-744
-2% -$82.1K 0.31% 72
2017
Q2 		$4.68M Sell
42,443
-1,532
-3% -$169K 0.33% 65
2017
Q1 		$4.85M Sell
43,975
-4,120
-9% -$455K 0.38% 58
2016
Q4 		$5.3M Sell
48,095
-3,531
-7% -$390K 0.46% 42
2016
Q3 		$5.7M Buy
51,626
+6,868
+15% +$758K 0.58% 38
2016
Q2 		$4.94M Buy
44,758
+1,729
+4% +$191K 0.58% 39
2016
Q1 		$4.75M Buy
43,029
+763
+2% +$84.2K 0.66% 35
2015
Q4 		$4.66M Buy
+42,266
New +$4.66M 0.69% 36
2015
Q2 		– Sell
-2,955
Closed -$326K – 351
2015
Q1 		$326K Buy
+2,955
New +$326K 0.06% 224

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

Voya Financial Advisors's SHV Position: Q1 2026 in Review

Voya Financial Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q1 2026, buying an estimated $150K and bringing the position to 11,822 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #69.

Voya Financial Advisors first reported a position in SHV in Q1 2015 and has held it in 36 quarters since. The position peaked at $24M in Q4 2018. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Voya Financial Advisors held 11,822 shares of iShares 0-1 Year Treasury Bond ETF worth $1.3M as of Q1 2026.
  • Voya Financial Advisors bought 1,363 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $150K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.13% of Voya Financial Advisors's portfolio in Q1 2026, its #69 holding.
  • Voya Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2015 and has held it in 36 quarters since.
  • Voya Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $24M in Q4 2018.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Voya Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.