Baird Financial Group
SHV icon

Baird Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Baird Financial Group’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 		$2M Sell
18,154
-128
-0.7% -$14.1K ﹤0.01% 1044
2025
Q4 		$2.01M Sell
18,282
-20
-0.1% -$2.21K ﹤0.01% 1038
2025
Q3 		$2.02M Buy
18,302
+744
+4% +$82.1K ﹤0.01% 1040
2025
Q2 		$1.94M Buy
17,558
+6,533
+59% +$720K ﹤0.01% 1023
2025
Q1 		$1.22M Sell
11,025
-5,588
-34% -$616K ﹤0.01% 1113
2024
Q4 		$1.83M Sell
16,613
-3,410
-17% -$376K ﹤0.01% 996
2024
Q3 		$2.22M Sell
20,023
-40,444
-67% -$4.46M ﹤0.01% 932
2024
Q2 		$6.68M Buy
60,467
+25,254
+72% +$2.78M 0.01% 588
2024
Q1 		$3.89M Sell
35,213
-20,367
-37% -$2.25M 0.01% 741
2023
Q4 		$6.12M Buy
55,580
+42,686
+331% +$4.71M 0.01% 600
2023
Q3 		$1.42M Buy
12,894
+5,214
+68% +$575K ﹤0.01% 1013
2023
Q2 		$848K Sell
7,680
-1,402
-15% -$155K ﹤0.01% 1168
2023
Q1 		$1M Sell
9,082
-246
-3% -$27.1K ﹤0.01% 1092
2022
Q4 		$1.02M Sell
9,328
-494
-5% -$54.3K ﹤0.01% 1059
2022
Q3 		$1.08M Buy
9,822
+792
+9% +$87.1K ﹤0.01% 1026
2022
Q2 		$994K Buy
9,030
+2,862
+46% +$315K ﹤0.01% 1087
2022
Q1 		$680K Hold
6,168
– – ﹤0.01% 1299
2021
Q4 		$681K Sell
6,168
-1,294
-17% -$143K ﹤0.01% 1345
2021
Q3 		$824K Sell
7,462
-1,228
-14% -$136K ﹤0.01% 1279
2021
Q2 		$960K Buy
8,690
+1,366
+19% +$151K ﹤0.01% 1198
2021
Q1 		$809K Buy
7,324
+4,374
+148% +$483K ﹤0.01% 1207
2020
Q4 		$326K Sell
2,950
-1,566
-35% -$173K ﹤0.01% 1352
2020
Q3 		$500K Sell
4,516
-6,819
-60% -$755K ﹤0.01% 1151
2020
Q2 		$1.25M Sell
11,335
-18,399
-62% -$2.04M ﹤0.01% 870
2020
Q1 		$3.3M Buy
29,734
+3,064
+11% +$339K 0.02% 536
2019
Q4 		$2.95M Sell
26,670
-8,313
-24% -$919K 0.01% 665
2019
Q3 		$3.87M Buy
34,983
+9,003
+35% +$995K 0.02% 584
2019
Q2 		$2.88M Sell
25,980
-88,230
-77% -$9.75M 0.01% 683
2019
Q1 		$12.6M Sell
114,210
-65,031
-36% -$7.18M 0.07% 276
2018
Q4 		$19.8M Buy
179,241
+177,402
+9,647% +$19.6M 0.13% 194
2018
Q3 		$203K Sell
1,839
-94
-5% -$10.4K ﹤0.01% 1284
2018
Q2 		$213K Hold
1,933
– – ﹤0.01% 1229
2018
Q1 		$213K Buy
1,933
+20
+1% +$2.21K ﹤0.01% 1199
2017
Q4 		$211K Hold
1,913
– – ﹤0.01% 1204
2017
Q3 		$211K Sell
1,913
-1,275
-40% -$141K ﹤0.01% 1174
2017
Q2 		$352K Buy
3,188
+1,205
+61% +$133K ﹤0.01% 1055
2017
Q1 		$219K Buy
+1,983
New +$219K ﹤0.01% 1143
2015
Q4 		– Sell
-2,223
Closed -$245K – 1275
2015
Q3 		$245K Sell
2,223
-9,906
-82% -$1.09M ﹤0.01% 1100
2015
Q2 		$1.34M Buy
+12,129
New +$1.34M 0.01% 655

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

Baird Financial Group's SHV Position: Q1 2026 in Review

Baird Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.7% in Q1 2026, selling an estimated $14.1K and leaving 18,154 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Baird Financial Group first reported a position in SHV in Q2 2015 and has held it in 39 quarters since. The position peaked at $19.8M in Q4 2018. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Baird Financial Group held 18,154 shares of iShares 0-1 Year Treasury Bond ETF worth $2M as of Q1 2026.
  • Baird Financial Group sold 128 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $14.1K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1044 holding.
  • Baird Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2015 and has held it in 39 quarters since.
  • Baird Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $19.8M in Q4 2018.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.