Aspiriant LLC
SHV icon

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
Q3 		$1.92M Hold
17,429
– – 0.05% 121
2026
Q2 		$1.92M Sell
17,429
-402
-2% -$44.3K 0.05% 120
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Bull Oak Capital
Bull Oak Capital San Diego, California $306M AUM 13.34% 1-Year Est. Return

Aspiriant LLC's SHV Position: Q3 2026 in Review

Aspiriant LLC held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2026 at 17,429 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #121.

Aspiriant LLC first reported a position in SHV in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.25M in Q3 2023. 222 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Aspiriant LLC held 17,429 shares of iShares 0-1 Year Treasury Bond ETF worth $1.92M as of Q3 2026.
  • Aspiriant LLC left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Aspiriant LLC's portfolio in Q3 2026, its #121 holding.
  • Aspiriant LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 31 quarters since.
  • Aspiriant LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $2.25M in Q3 2023.
  • 222 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.