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Anchor Capital Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Anchor Capital Advisors’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 		$9.05M Sell
82,035
-52,756
-39% -$5.82M 0.25% 89
2026
Q1 		$14.9M Sell
134,791
-1,325
-1% -$146K 0.42% 79
2025
Q4 		$15M Sell
136,116
-18,998
-12% -$2.09M 0.43% 76
2025
Q3 		$17.1M Sell
155,114
-8,278
-5% -$913K 0.5% 71
2025
Q2 		$18M Sell
163,392
-2,769
-2% -$305K 0.53% 66
2025
Q1 		$18.4M Sell
166,161
-610,383
-79% -$67.3M 0.55% 68
2024
Q4 		$85.5M Sell
776,544
-236,469
-23% -$26.1M 2.44% 1
2024
Q3 		$112M Buy
1,013,013
+41,492
+4% +$4.58M 2.98% 1
2024
Q2 		$107M Buy
971,521
+521,879
+116% +$57.5M 3.02% 1
2024
Q1 		$49.7M Sell
449,642
-705,783
-61% -$77.9M 1.3% 26
2023
Q4 		$127M Sell
1,155,425
-357,506
-24% -$39.4M 3.36% 1
2023
Q3 		$167M Buy
1,512,931
+1,116,959
+282% +$123M 4.67% 1
2023
Q2 		$43.7M Buy
395,972
+32,821
+9% +$3.62M 1.13% 37
2023
Q1 		$40.1M Buy
363,151
+25,134
+7% +$2.77M 1.06% 41
2022
Q4 		$37.2M Buy
338,017
+311,592
+1,179% +$34.2M 0.95% 43
2022
Q3 		$2.91M Buy
26,425
+3,280
+14% +$361K 0.08% 118
2022
Q2 		$2.55M Buy
+23,145
New +$2.55M 0.06% 128
2020
Q3 		– Sell
-271,529
Closed -$30.1M – 255
2020
Q2 		$30.1M Sell
271,529
-12,143
-4% -$1.35M 0.77% 57
2020
Q1 		$31.5M Sell
283,672
-71,113
-20% -$7.87M 0.93% 47
2019
Q4 		$39.2M Buy
354,785
+149,619
+73% +$16.5M 0.85% 50
2019
Q3 		$22.7M Sell
205,166
-4,311
-2% -$477K 0.82% 52
2019
Q2 		$23.2M Sell
209,477
-42,833
-17% -$4.73M 0.84% 48
2019
Q1 		$27.9M Buy
252,310
+86,142
+52% +$9.51M 0.59% 36
2018
Q4 		$18.3M Buy
+166,168
New +$18.3M 0.75% 65

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

Anchor Capital Advisors's SHV Position: Q2 2026 in Review

Anchor Capital Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 39% in Q2 2026, selling an estimated $5.82M and leaving 82,035 shares worth $9.05M. The position accounts for 0.25% of the portfolio, ranked #89.

Anchor Capital Advisors first reported a position in SHV in Q4 2018 and has held it in 24 quarters since. The position peaked at $167M in Q3 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Anchor Capital Advisors held 82,035 shares of iShares 0-1 Year Treasury Bond ETF worth $9.05M as of Q2 2026.
  • Anchor Capital Advisors sold 52,756 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.82M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.25% of Anchor Capital Advisors's portfolio in Q2 2026, its #89 holding.
  • Anchor Capital Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • Anchor Capital Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $167M in Q3 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.