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

Waverly 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 Q2	$2.26M	Buy	20,482 +3,157	+18%	+$348K	0.01%	665
2026 Q1	$1.91M	Buy	17,325 +10,681	+161%	+$1.18M	0.01%	653
2025 Q4	$732K	Buy	6,644 +731	+12%	+$80.6K	0.01%	862
2025 Q3	$653K	Buy	5,913 +1,868	+46%	+$206K	0.01%	764
2025 Q2	$447K	Sell	4,045 -21,923	-84%	-$2.42M	﹤0.01%	834
2025 Q1	$2.87M	Buy	+25,968	New	+$2.86M	0.04%	400
2020 Q3	–	Sell	-1,965	Closed	-$218K	–	156
2020 Q2	$218K	Hold	1,965	–	–	0.03%	134
2020 Q1	$218K	Buy	+1,965	New	+$217K	0.04%	126

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors's SHV Position: Q2 2026 in Review

Waverly Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 18% in Q2 2026, buying an estimated $348K and bringing the position to 20,482 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #665.

Waverly Advisors first reported a position in SHV in Q1 2020 and has held it in 8 quarters since. The position peaked at $2.87M in Q1 2025. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Waverly Advisors held 20,482 shares of iShares 0-1 Year Treasury Bond ETF worth $2.26M as of Q2 2026.
Waverly Advisors bought 3,157 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $348K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #665 holding.
Waverly Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 8 quarters since.
Waverly Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.87M in Q1 2025.
726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.