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BOLTON SECURITIES CORPORATION’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$331K Sell
3,000
-200
-6% -$22K 0.01% 719
2026
Q2 		$353K Sell
3,200
-29
-0.9% -$3.2K 0.01% 709
2026
Q1 		$356K Buy
+3,229
New +$356K 0.02% 638
2025
Q3 		$715K Buy
+6,473
New +$714K 0.03% 430
2025
Q1 		$459K Buy
+4,157
New +$458K 0.03% 501

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
AdvisorShares Investments
AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SHV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.3% in Q3 2026, selling an estimated $22K and leaving 3,000 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #719.

BOLTON SECURITIES CORPORATION first reported a position in SHV in Q1 2025 and has held it in 5 quarters since. The position peaked at $715K in Q3 2025. 572 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,000 shares of iShares 0-1 Year Treasury Bond ETF worth $331K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 200 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $22K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #719 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares 0-1 Year Treasury Bond ETF position peaked at $715K in Q3 2025.
  • 572 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.