Alaska Permanent Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Alaska Permanent Capital 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 Q2	$836K	Buy	+7,574	New	+$835K	0.05%	26
2021 Q3	–	Sell	-15,880	Closed	-$1.75M	–	37
2021 Q2	$1.75M	Hold	15,880	–	–	0.16%	22
2021 Q1	$1.75M	Sell	15,880 -2,940	-16%	-$325K	0.16%	23
2020 Q4	$2.08M	Hold	18,820	–	–	0.21%	23
2020 Q3	$2.08M	Sell	18,820 -45,699	-71%	-$5.06M	0.23%	23
2020 Q2	$7.14M	Sell	64,519 -14,075	-18%	-$1.56M	0.84%	17
2020 Q1	$8.73M	Buy	78,594 +11,363	+17%	+$1.26M	0.94%	18
2019 Q4	$7.43M	Sell	67,231 -103,118	-61%	-$11.4M	0.79%	19
2019 Q3	$18.8M	Buy	170,349 +131,690	+341%	+$14.6M	2.27%	14
2019 Q2	$4.28M	Sell	38,659 -11,167	-22%	-$1.23M	0.56%	25
2019 Q1	$5.51M	Buy	49,826 +18,848	+61%	+$2.08M	0.89%	19
2018 Q4	$3.42M	Buy	30,978 +3,741	+14%	+$413K	0.66%	19
2018 Q3	$3.01M	Sell	27,237 -795	-3%	-$87.7K	0.5%	17
2018 Q2	$3.1M	Buy	28,032 +4,840	+21%	+$534K	0.46%	22
2018 Q1	$2.56M	Buy	23,192 +922	+4%	+$102K	0.46%	16
2017 Q4	$2.46M	Buy	22,270 +4,090	+22%	+$451K	0.45%	17
2017 Q3	$2.01M	Buy	18,180 +1,650	+10%	+$182K	0.38%	17
2017 Q2	$1.82M	Sell	16,530 -1,510	-8%	-$167K	0.37%	17
2017 Q1	$1.99M	Buy	18,040 +1,765	+11%	+$195K	0.42%	16
2016 Q4	$1.79M	Buy	16,275 +10,850	+200%	+$1.2M	0.43%	16
2016 Q3	$599K	Hold	5,425	–	–	0.15%	18
2016 Q2	$599K	Buy	+5,425	New	+$599K	0.15%	18

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alaska Permanent Capital Management's SHV Position: Q2 2026 in Review

Alaska Permanent Capital Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 7,574 shares worth $836K. The stake represents 0.05% of the portfolio and ranks #26 among its holdings. This is a return to the name: Alaska Permanent Capital Management previously reported a position in SHV as recently as Q2 2021.

Alaska Permanent Capital Management first reported a position in SHV in Q2 2016 and has held it in 22 quarters since. The position peaked at $18.8M in Q3 2019. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Alaska Permanent Capital Management held 7,574 shares of iShares 0-1 Year Treasury Bond ETF worth $836K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Alaska Permanent Capital Management position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of Alaska Permanent Capital Management's portfolio in Q2 2026, its #26 holding.
Alaska Permanent Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2016 and has held it in 22 quarters since.
Alaska Permanent Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $18.8M in Q3 2019.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Alaska Permanent Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.