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 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 $1.66T 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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wealthspire Advisors (New York)'s SHV Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.32% in Q1 2026, buying an estimated $13.3K and bringing the position to 37,398 shares worth $4.13M. The position accounts for 0.03% of the portfolio, ranked #182.

Wealthspire Advisors (New York) first reported a position in SHV in Q2 2022 and has held it in 11 quarters since. 738 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Wealthspire Advisors (New York) held 37,398 shares of iShares 0-1 Year Treasury Bond ETF worth $4.13M as of Q1 2026.
Wealthspire Advisors (New York) bought 121 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $13.3K.
iShares 0-1 Year Treasury Bond ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #182 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 11 quarters since.
738 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.