Woodley Farra Manion Portfolio Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Woodley Farra Manion Portfolio 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	$746K	Hold	6,754	–	–	0.04%	82
2025 Q4	$744K	Sell	6,754 -925	-12%	-$102K	0.04%	78
2025 Q3	$848K	Hold	7,679	–	–	0.04%	73
2025 Q2	$848K	Sell	7,679 -1,179	-13%	-$130K	0.04%	69
2025 Q1	$978K	Buy	8,858 +5,896	+199%	+$650K	0.05%	63
2024 Q4	$326K	Buy	+2,962	New	+$327K	0.02%	84

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

Woodley Farra Manion Portfolio Management's SHV Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 6,754 shares worth $746K. The position accounts for 0.04% of the portfolio, ranked #82.

Woodley Farra Manion Portfolio Management first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $978K in Q1 2025. 738 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Woodley Farra Manion Portfolio Management held 6,754 shares of iShares 0-1 Year Treasury Bond ETF worth $746K as of Q1 2026.
Woodley Farra Manion Portfolio Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #82 holding.
Woodley Farra Manion Portfolio Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Woodley Farra Manion Portfolio Management's iShares 0-1 Year Treasury Bond ETF position peaked at $978K in Q1 2025.
738 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.