Wealthfront Advisers
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Wealthfront Advisers’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wealthfront Advisers’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 		$235M Buy
2,133,613
+85,574
+4% +$9.43M 0.45% 32
2026
Q1 		$226M Buy
2,048,039
+430,574
+27% +$47.5M 0.5% 29
2025
Q4 		$178M Sell
1,617,465
-343,212
-18% -$37.8M 0.4% 36
2025
Q3 		$217M Buy
1,960,677
+177,915
+10% +$19.6M 0.51% 29
2025
Q2 		$197M Buy
1,782,762
+248,584
+16% +$27.4M 0.51% 29
2025
Q1 		$169M Buy
1,534,178
+798,167
+108% +$88M 0.45% 30
2024
Q4 		$81M Sell
736,011
-511,667
-41% -$56.4M 0.24% 45
2024
Q3 		$138M Sell
1,247,678
-2,803
-0.2% -$309K 0.42% 26
2024
Q2 		$138M Buy
1,250,481
+727,783
+139% +$80.3M 0.46% 26
2024
Q1 		$57.8M Buy
522,698
+367,656
+237% +$40.6M 0.2% 44
2023
Q4 		$17.1M Sell
155,042
-483,355
-76% -$53.3M 0.07% 81
2023
Q3 		$70.5M Buy
638,397
+605,784
+1,857% +$66.8M 0.3% 32
2023
Q2 		$3.6M Buy
32,613
+23,052
+241% +$2.54M 0.02% 286
2023
Q1 		$1.06M Buy
+9,561
New +$1.05M ﹤0.01% 517

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers's SHV Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.2% in Q2 2026, buying an estimated $9.43M and bringing the position to 2,133,613 shares worth $235M. The position accounts for 0.45% of the portfolio, ranked #32.

Wealthfront Advisers first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Wealthfront Advisers held 2,133,613 shares of iShares 0-1 Year Treasury Bond ETF worth $235M as of Q2 2026.
  • Wealthfront Advisers bought 85,574 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.43M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.45% of Wealthfront Advisers's portfolio in Q2 2026, its #32 holding.
  • Wealthfront Advisers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.