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Winch Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Winch Advisory Services’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 		$11M Sell
99,681
-7,345
-7% -$810K 2.28% 13
2026
Q1 		$11.8M Sell
107,026
-886
-0.8% -$97.7K 2.7% 13
2025
Q4 		$11.9M Sell
107,912
-1,083
-1% -$119K 2.63% 12
2025
Q3 		$12M Sell
108,995
-2,685
-2% -$296K 2.71% 12
2025
Q2 		$12.3M Sell
111,680
-2,228
-2% -$246K 3.01% 10
2025
Q1 		$12.6M Buy
113,908
+707
+0.6% +$78K 3.33% 11
2024
Q4 		$12.5M Sell
113,201
-3,994
-3% -$440K 3.24% 11
2024
Q3 		$13M Buy
117,195
+312
+0.3% +$34.4K 3.59% 11
2024
Q2 		$12.9M Buy
116,883
+2,422
+2% +$267K 3.69% 11
2024
Q1 		$12.7M Sell
114,461
-2,862
-2% -$316K 3.86% 11
2023
Q4 		$12.9M Sell
117,323
-711
-0.6% -$78.4K 4.29% 9
2023
Q3 		$13M Buy
118,034
+6,059
+5% +$668K 4.78% 6
2023
Q2 		$12.4M Buy
111,975
+7,099
+7% +$783K 4.44% 6
2023
Q1 		$11.6M Buy
104,876
+2,219
+2% +$244K 4.5% 6
2022
Q4 		$11.3M Sell
102,657
-2,303
-2% -$253K 4.81% 5
2022
Q3 		$11.5M Sell
104,960
-624
-0.6% -$68.7K 4.96% 5
2022
Q2 		$11.6M Buy
105,584
+17,360
+20% +$1.91M 4.74% 6
2022
Q1 		$9.73M Sell
88,224
-2,913
-3% -$321K 3.38% 8
2021
Q4 		$10.1M Sell
91,137
-653
-0.7% -$72.1K 3.33% 8
2021
Q3 		$10.1M Buy
91,790
+465
+0.5% +$51.4K 3.53% 7
2021
Q2 		$10.1M Buy
91,325
+4,882
+6% +$540K 3.63% 9
2021
Q1 		$9.55M Sell
86,443
-7,340
-8% -$811K 3.83% 10
2020
Q4 		$10.4M Buy
93,783
+8,286
+10% +$917K 4.31% 9
2020
Q3 		$9.46M Buy
85,497
+14,761
+21% +$1.63M 4.01% 10
2020
Q2 		$7.83M Buy
70,736
+15,026
+27% +$1.67M 3.72% 10
2020
Q1 		$6.18M Buy
55,710
+14,531
+35% +$1.61M 3.08% 10
2019
Q4 		$4.55M Buy
+41,179
New +$4.55M 2.16% 13

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
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Winch Advisory Services's SHV Position: Q2 2026 in Review

Winch Advisory Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.9% in Q2 2026, selling an estimated $810K and leaving 99,681 shares worth $11M. The position accounts for 2.28% of the portfolio, ranked #13.

Winch Advisory Services first reported a position in SHV in Q4 2019 and has held it in 27 quarters since. The position peaked at $13M in Q3 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Winch Advisory Services held 99,681 shares of iShares 0-1 Year Treasury Bond ETF worth $11M as of Q2 2026.
  • Winch Advisory Services sold 7,345 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $810K.
  • iShares 0-1 Year Treasury Bond ETF made up 2.28% of Winch Advisory Services's portfolio in Q2 2026, its #13 holding.
  • Winch Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Winch Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $13M in Q3 2023.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.