WA
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Westfuller Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Westfuller Advisors’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 		– Sell
-8,755
Closed -$964K – 790
2025
Q4 		$964K Hold
8,755
– – 0.39% 53
2025
Q3 		$967K Hold
8,755
– – 0.44% 56
2025
Q2 		$967K Hold
8,755
– – 0.55% 44
2025
Q1 		$967K Buy
+8,755
New +$966K 0.65% 38

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

Westfuller Advisors's SHV Position: Q1 2026 in Review

Westfuller Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 8,755 shares — an estimated $964K sold.

Westfuller Advisors first reported a position in SHV in Q1 2025 and held it in 4 quarters. The position peaked at $967K in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Westfuller Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Westfuller Advisors sold 8,755 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $964K.
  • Westfuller Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and held it in 4 quarters.
  • Westfuller Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $967K in Q3 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.