WA
SHV icon

Wealth Alliance’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wealth Alliance’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 		$6.91M Buy
62,582
+19,332
+45% +$2.13M 0.68% 29
2025
Q4 		$4.76M Buy
43,250
+30,813
+248% +$3.4M 0.47% 38
2025
Q3 		$1.37M Sell
12,437
-56,069
-82% -$6.18M 0.14% 138
2025
Q2 		$7.56M Sell
68,506
-12,347
-15% -$1.36M 0.84% 21
2025
Q1 		$8.93M Buy
80,853
+57,976
+253% +$6.39M 1.08% 13
2024
Q4 		$2.52M Sell
22,877
-5,550
-20% -$612K 0.3% 67
2024
Q3 		$3.14M Buy
28,427
+3,098
+12% +$342K 0.38% 49
2024
Q2 		$2.8M Buy
25,329
+9,741
+62% +$1.07M 0.36% 51
2024
Q1 		$1.72M Sell
15,588
-45,270
-74% -$4.99M 0.23% 94
2023
Q4 		$6.7M Sell
60,858
-15,067
-20% -$1.66M 0.94% 16
2023
Q3 		$8.39M Buy
75,925
+8,758
+13% +$966K 1.32% 9
2023
Q2 		$7.42M Sell
67,167
-34,267
-34% -$3.78M 1.11% 11
2023
Q1 		$11.2M Sell
101,434
-4,598
-4% -$506K 1.82% 6
2022
Q4 		$11.7M Buy
106,032
+40,633
+62% +$4.47M 2.07% 4
2022
Q3 		$7.19M Buy
65,399
+61,771
+1,703% +$6.8M 1.42% 6
2022
Q2 		$399K Sell
3,628
-248
-6% -$27.3K 0.08% 250
2022
Q1 		$427K Sell
3,876
-486
-11% -$53.6K 0.09% 251
2021
Q4 		$482K Buy
4,362
+356
+9% +$39.3K 0.1% 231
2021
Q3 		$442K Sell
4,006
-3,100
-44% -$342K 0.1% 236
2021
Q2 		$785K Buy
7,106
+44
+0.6% +$4.86K 0.18% 129
2021
Q1 		$780K Sell
7,062
-104
-1% -$11.5K 0.22% 118
2020
Q4 		$792K Sell
7,166
-25,852
-78% -$2.86M 0.23% 110
2020
Q3 		$3.65M Sell
33,018
-19,974
-38% -$2.21M 1.31% 10
2020
Q2 		$5.87M Buy
52,992
+48,216
+1,010% +$5.34M 2.32% 3
2020
Q1 		$530K Sell
4,776
-8,769
-65% -$970K 0.29% 102
2019
Q4 		$1.5M Buy
+13,545
New +$1.5M 1.06% 33

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

Wealth Alliance's SHV Position: Q1 2026 in Review

Wealth Alliance increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 45% in Q1 2026, buying an estimated $2.13M and bringing the position to 62,582 shares worth $6.91M. The position accounts for 0.68% of the portfolio, ranked #29.

Wealth Alliance first reported a position in SHV in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.7M in Q4 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Wealth Alliance held 62,582 shares of iShares 0-1 Year Treasury Bond ETF worth $6.91M as of Q1 2026.
  • Wealth Alliance bought 19,332 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.13M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.68% of Wealth Alliance's portfolio in Q1 2026, its #29 holding.
  • Wealth Alliance first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Wealth Alliance's iShares 0-1 Year Treasury Bond ETF position peaked at $11.7M in Q4 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.