WWM
SHV icon

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

Western Wealth Management’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 		$2.66M Buy
24,092
+19,421
+416% +$2.14M 0.1% 222
2025
Q4 		$514K Buy
4,671
+667
+17% +$73.5K 0.02% 511
2025
Q3 		$442K Buy
4,004
+50
+1% +$5.51K 0.02% 474
2025
Q2 		$437K Sell
3,954
-778
-16% -$85.8K 0.03% 447
2025
Q1 		$523K Buy
4,732
+1,029
+28% +$113K 0.03% 377
2024
Q4 		$408K Sell
3,703
-1,681
-31% -$185K 0.03% 432
2024
Q3 		$596K Sell
5,384
-442
-8% -$48.8K 0.03% 415
2024
Q2 		$644K Sell
5,826
-59
-1% -$6.51K 0.05% 305
2024
Q1 		$651K Sell
5,885
-1,062
-15% -$117K 0.05% 309
2023
Q4 		$765K Buy
6,947
+383
+6% +$42.2K 0.06% 325
2023
Q3 		$725K Sell
6,564
-356
-5% -$39.2K 0.06% 310
2023
Q2 		$764K Sell
6,920
-190
-3% -$20.9K 0.07% 290
2023
Q1 		$786K Buy
7,110
+391
+6% +$43.1K 0.07% 270
2022
Q4 		$739K Buy
6,719
+3,264
+94% +$359K 0.08% 277
2022
Q3 		$380K Buy
3,455
+3
+0.1% +$330 0.02% 572
2022
Q2 		$380K Buy
3,452
+722
+26% +$79.5K 0.02% 541
2022
Q1 		$300K Buy
+2,730
New +$301K 0.01% 677

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

Western Wealth Management's SHV Position: Q1 2026 in Review

Western Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 416% in Q1 2026, buying an estimated $2.14M and bringing the position to 24,092 shares worth $2.66M. The position accounts for 0.1% of the portfolio, ranked #222.

Western Wealth Management first reported a position in SHV in Q1 2022 and has held it in 17 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Western Wealth Management held 24,092 shares of iShares 0-1 Year Treasury Bond ETF worth $2.66M as of Q1 2026.
  • Western Wealth Management bought 19,421 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.14M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.1% of Western Wealth Management's portfolio in Q1 2026, its #222 holding.
  • Western Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.