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 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 $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

Waverly Advisors's SHV Position: Q1 2026 in Review

Waverly Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 161% in Q1 2026, buying an estimated $1.18M and bringing the position to 17,325 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #653.

Waverly Advisors first reported a position in SHV in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.87M in Q1 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Waverly Advisors held 17,325 shares of iShares 0-1 Year Treasury Bond ETF worth $1.91M as of Q1 2026.
Waverly Advisors bought 10,681 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.18M.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #653 holding.
Waverly Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 7 quarters since.
Waverly Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.87M in Q1 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.