WP
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Westmount Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Westmount Partners’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
-3,597
Closed -$396K – 278
2025
Q4 		$396K Buy
+3,597
New +$397K 0.1% 161
2024
Q4 		– Sell
-93,022
Closed -$10.3M – 229
2024
Q3 		$10.3M Sell
93,022
-25,818
-22% -$2.85M 3.09% 5
2024
Q2 		$13.1M Buy
118,840
+59,633
+101% +$6.58M 4.32% 4
2024
Q1 		$6.54M Buy
+59,207
New +$6.53M 2.35% 6

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westmount Partners's SHV Position: Q1 2026 in Review

Westmount Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 3,597 shares — an estimated $396K sold.

Westmount Partners first reported a position in SHV in Q1 2024 and held it in 4 quarters. The position peaked at $13.1M in Q2 2024. 741 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Westmount Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Westmount Partners sold 3,597 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $396K.
  • Westmount Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and held it in 4 quarters.
  • Westmount Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $13.1M in Q2 2024.
  • 741 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Westmount Partners's 13F filing for Q1 2026, filed 16 Apr 2026.