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Aspiriant LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Aspiriant LLC’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
Q1 		$1.97M Sell
17,831
-101
-0.6% -$11.1K 0.06% 110
2025
Q4 		$1.98M Sell
17,932
-898
-5% -$99K 0.06% 112
2025
Q3 		$2.08M Sell
18,830
-230
-1% -$25.4K 0.06% 99
2025
Q2 		$2.1M Sell
19,060
-663
-3% -$73.1K 0.07% 99
2025
Q1 		$2.18M Buy
19,723
+435
+2% +$48K 0.08% 91
2024
Q4 		$2.12M Hold
19,288
– – 0.08% 94
2024
Q3 		$2.13M Buy
19,288
+453
+2% +$50K 0.08% 93
2024
Q2 		$2.08M Hold
18,835
– – 0.08% 89
2024
Q1 		$2.08M Hold
18,835
– – 0.09% 94
2023
Q4 		$2.07M Sell
18,835
-1,562
-8% -$172K 0.09% 91
2023
Q3 		$2.25M Buy
20,397
+618
+3% +$68.1K 0.12% 83
2023
Q2 		$2.18M Buy
19,779
+1,442
+8% +$159K 0.11% 88
2023
Q1 		$2.03M Buy
18,337
+908
+5% +$100K 0.11% 87
2022
Q4 		$1.92M Buy
17,429
+2,271
+15% +$250K 0.1% 90
2022
Q3 		$1.67M Sell
15,158
-2,058
-12% -$226K 0.08% 92
2022
Q2 		$1.9M Buy
17,216
+2,058
+14% +$227K 0.09% 84
2022
Q1 		$1.67M Hold
15,158
– – 0.09% 93
2021
Q4 		$1.67M Hold
15,158
– – 0.09% 98
2021
Q3 		$1.67M Hold
15,158
– – 0.1% 84
2021
Q2 		$1.68M Hold
15,158
– – 0.09% 83
2021
Q1 		$1.68M Hold
15,158
– – 0.11% 71
2020
Q4 		$1.68M Hold
15,158
– – 0.11% 73
2020
Q3 		$1.68M Hold
15,158
– – 0.13% 77
2020
Q2 		$1.68M Hold
15,158
– – 0.16% 60
2020
Q1 		$1.68M Sell
15,158
-945
-6% -$105K 0.17% 56
2019
Q4 		$1.78M Buy
16,103
+54
+0.3% +$5.97K 0.16% 62
2019
Q3 		$1.78M Buy
16,049
+5,451
+51% +$603K 0.16% 76
2019
Q2 		$1.17M Buy
10,598
+1,551
+17% +$171K 0.1% 95
2019
Q1 		$1M Buy
+9,047
New +$999K 0.08% 114

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspiriant LLC's SHV Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.56% in Q1 2026, selling an estimated $11.1K and leaving 17,831 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #110.

Aspiriant LLC first reported a position in SHV in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.25M in Q3 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Aspiriant LLC held 17,831 shares of iShares 0-1 Year Treasury Bond ETF worth $1.97M as of Q1 2026.
  • Aspiriant LLC sold 101 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.1K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of Aspiriant LLC's portfolio in Q1 2026, its #110 holding.
  • Aspiriant LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Aspiriant LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $2.25M in Q3 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.