Wealthfront Advisers
SHV icon

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
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 $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 $462M AUM 52.29% 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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Wealthfront Advisers's SHV Position: Q1 2026 in Review

Wealthfront Advisers increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 27% in Q1 2026, buying an estimated $47.5M and bringing the position to 2,048,039 shares worth $226M. The position accounts for 0.5% of the portfolio, ranked #29.

Wealthfront Advisers first reported a position in SHV in Q1 2023 and has held it in 13 quarters since. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Wealthfront Advisers held 2,048,039 shares of iShares 0-1 Year Treasury Bond ETF worth $226M as of Q1 2026.
  • Wealthfront Advisers bought 430,574 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $47.5M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.5% of Wealthfront Advisers's portfolio in Q1 2026, its #29 holding.
  • Wealthfront Advisers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.