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SHV icon

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

Ancora 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
2025
Q2 		– Sell
-75
Closed -$8.28K – 2035
2025
Q1 		$8.28K Hold
75
– – ﹤0.01% 1343
2024
Q4 		$8.26K Hold
75
– – ﹤0.01% 1371
2024
Q3 		$8.3K Hold
75
– – ﹤0.01% 1371
2024
Q2 		$8.29K Sell
75
-453
-86% -$50K ﹤0.01% 1350
2024
Q1 		$58.4K Hold
528
– – ﹤0.01% 924
2023
Q4 		$58.1K Sell
528
-388
-42% -$42.8K ﹤0.01% 905
2023
Q3 		$101K Hold
916
– – ﹤0.01% 780
2023
Q2 		$101K Buy
916
+363
+66% +$40K ﹤0.01% 772
2023
Q1 		$61.1K Buy
553
+453
+453% +$49.9K ﹤0.01% 870
2022
Q4 		$11K Hold
100
– – ﹤0.01% 1314
2022
Q3 		$11K Hold
100
– – ﹤0.01% 1471
2022
Q2 		$11K Hold
100
– – ﹤0.01% 1581
2022
Q1 		$11K Buy
100
+25
+33% +$2.76K ﹤0.01% 1708
2021
Q4 		$8K Hold
75
– – ﹤0.01% 1891
2021
Q3 		$8K Buy
+75
New +$8.29K ﹤0.01% 1773
2020
Q2 		– Sell
-20,000
Closed -$2.22M – 1426
2020
Q1 		$2.22M Buy
20,000
+2,000
+11% +$221K 0.1% 207
2019
Q4 		$1.99M Buy
18,000
+9,000
+100% +$995K 0.07% 253
2019
Q3 		$996K Buy
9,000
+3,000
+50% +$332K 0.04% 327
2019
Q2 		$664K Buy
6,000
+3,000
+100% +$331K 0.03% 359
2019
Q1 		$332K Hold
3,000
– – 0.02% 486
2018
Q4 		$331K Buy
+3,000
New +$331K 0.02% 486

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Ancora Advisors's SHV Position: Q2 2025 in Review

Ancora Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 75 shares — an estimated $8.28K sold.

Ancora Advisors first reported a position in SHV in Q4 2018 and held it in 21 quarters. The position peaked at $2.22M in Q1 2020. 714 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Ancora Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ancora Advisors sold 75 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $8.28K.
  • Ancora Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 21 quarters.
  • Ancora Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.22M in Q1 2020.
  • 714 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.