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AMG National Trust Bank’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

AMG National Trust Bank’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 		$9.4M Sell
85,146
-30,807
-27% -$3.4M 0.19% 69
2026
Q1 		$12.8M Buy
115,953
+23,604
+26% +$2.6M 0.28% 60
2025
Q4 		$10.2M Sell
92,349
-7,708
-8% -$850K 0.24% 63
2025
Q3 		$11.1M Sell
100,057
-29,197
-23% -$3.22M 0.27% 59
2025
Q2 		$14.3M Sell
129,254
-3,421
-3% -$377K 0.37% 48
2025
Q1 		$14.7M Buy
132,675
+85,518
+181% +$9.43M 0.41% 47
2024
Q4 		$5.19M Buy
47,157
+2,910
+7% +$321K 0.14% 96
2024
Q3 		$4.9M Sell
44,247
-29,748
-40% -$3.28M 0.13% 104
2024
Q2 		$8.18M Buy
73,995
+32,905
+80% +$3.63M 0.22% 76
2024
Q1 		$4.54M Sell
41,090
-3,805
-8% -$420K 0.13% 106
2023
Q4 		$4.94M Buy
44,895
+3,660
+9% +$403K 0.16% 90
2023
Q3 		$4.56M Sell
41,235
-6,549
-14% -$722K 0.16% 91
2023
Q2 		$5.28M Sell
47,784
-14,094
-23% -$1.55M 0.18% 81
2023
Q1 		$6.84M Buy
+61,878
New +$6.82M 0.24% 64
2022
Q3 		– Sell
-3,562
Closed -$392K – 457
2022
Q2 		$392K Sell
3,562
-12,538
-78% -$1.38M 0.01% 356
2022
Q1 		$1.77M Sell
16,100
-750
-4% -$82.7K 0.06% 197
2021
Q4 		$1.86M Sell
16,850
-400
-2% -$44.2K 0.06% 195
2021
Q3 		$1.91M Buy
+17,250
New +$1.91M 0.06% 189

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

AMG National Trust Bank's SHV Position: Q2 2026 in Review

AMG National Trust Bank reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 27% in Q2 2026, selling an estimated $3.4M and leaving 85,146 shares worth $9.4M. The position accounts for 0.19% of the portfolio, ranked #69.

AMG National Trust Bank first reported a position in SHV in Q3 2021 and has held it in 18 quarters since. The position peaked at $14.7M in Q1 2025. 469 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • AMG National Trust Bank held 85,146 shares of iShares 0-1 Year Treasury Bond ETF worth $9.4M as of Q2 2026.
  • AMG National Trust Bank sold 30,807 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.4M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.19% of AMG National Trust Bank's portfolio in Q2 2026, its #69 holding.
  • AMG National Trust Bank first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • AMG National Trust Bank's iShares 0-1 Year Treasury Bond ETF position peaked at $14.7M in Q1 2025.
  • 469 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.