Wealthspire Advisors (New York)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wealthspire Advisors (New York)’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	$12.6M	Buy	114,598 +77,200	+206%	+$8.51M	0.07%	154
2026 Q1	$4.13M	Buy	37,398 +121	+0.3%	+$13.3K	0.03%	182
2025 Q4	$4.11M	Buy	37,277 +34,024	+1,046%	+$3.75M	0.03%	183
2025 Q3	$359K	Sell	3,253 -359	-10%	-$39.6K	﹤0.01%	615
2025 Q2	$399K	Sell	3,612 -1,015	-22%	-$112K	﹤0.01%	599
2025 Q1	$511K	Buy	4,627 +2,163	+88%	+$239K	﹤0.01%	511
2024 Q4	$271K	Buy	2,464 +605	+33%	+$66.7K	﹤0.01%	666
2024 Q3	$206K	Sell	1,859 -304	-14%	-$33.5K	﹤0.01%	703
2024 Q2	$239K	Buy	2,163 +120	+6%	+$13.2K	﹤0.01%	585
2024 Q1	$226K	Buy	+2,043	New	+$225K	﹤0.01%	571
2023 Q3	–	Sell	-7,852	Closed	-$867K	–	615
2023 Q2	$867K	Buy	+7,852	New	+$866K	0.01%	273
2022 Q3	–	Sell	-2,583	Closed	-$284K	–	541
2022 Q2	$284K	Buy	+2,583	New	+$285K	0.01%	410

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

Wealthspire Advisors (New York)'s SHV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 206% in Q2 2026, buying an estimated $8.51M and bringing the position to 114,598 shares worth $12.6M. The position accounts for 0.07% of the portfolio, ranked #154.

Wealthspire Advisors (New York) first reported a position in SHV in Q2 2022 and has held it in 12 quarters since. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Wealthspire Advisors (New York) held 114,598 shares of iShares 0-1 Year Treasury Bond ETF worth $12.6M as of Q2 2026.
Wealthspire Advisors (New York) bought 77,200 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.51M.
iShares 0-1 Year Treasury Bond ETF made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #154 holding.
Wealthspire Advisors (New York) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 12 quarters since.
726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.