Atlantic Union Bankshares’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Atlantic Union Bankshares’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	–	Sell	-510	Closed	-$56.2K	–	1823
2025 Q4	$56.2K	Hold	510	–	–	﹤0.01%	880
2025 Q3	$56.4K	Hold	510	–	–	﹤0.01%	887
2025 Q2	$56.3K	Buy	+510	New	+$56.2K	﹤0.01%	649
2022 Q3	–	Sell	-1,934	Closed	-$212K	–	259
2022 Q2	$212K	Sell	1,934 -190	-9%	-$20.9K	0.02%	244
2022 Q1	$235K	Sell	2,124 -209	-9%	-$23.1K	0.02%	242
2021 Q4	$258K	Sell	2,333 -448	-16%	-$49.5K	0.02%	239
2021 Q3	$307K	Sell	2,781 -212	-7%	-$23.4K	0.03%	226
2021 Q2	$330K	Sell	2,993 -699	-19%	-$77.2K	0.03%	225
2021 Q1	$408K	Sell	3,692 -43,904	-92%	-$4.85M	0.04%	199
2020 Q4	$5.26M	Sell	47,596 -86,970	-65%	-$9.62M	0.55%	55
2020 Q3	$14.9M	Sell	134,566 -42,181	-24%	-$4.67M	1.73%	10
2020 Q2	$19.6M	Buy	+176,747	New	+$19.6M	2.44%	6

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atlantic Union Bankshares's SHV Position: Q1 2026 in Review

Atlantic Union Bankshares sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 510 shares — an estimated $56.2K sold.

Atlantic Union Bankshares first reported a position in SHV in Q2 2020 and held it in 12 quarters. The position peaked at $19.6M in Q2 2020. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Atlantic Union Bankshares reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Atlantic Union Bankshares sold 510 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $56.2K.
Atlantic Union Bankshares first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 12 quarters.
Atlantic Union Bankshares's iShares 0-1 Year Treasury Bond ETF position peaked at $19.6M in Q2 2020.
739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.