Bank of America
SHV icon

Bank of America’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bank of America’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 		$331M Sell
2,998,060
-106,934
-3% -$11.8M 0.02% 534
2025
Q4 		$342M Sell
3,104,994
-90,042
-3% -$9.93M 0.02% 524
2025
Q3 		$353M Buy
3,195,036
+22,622
+0.7% +$2.49M 0.02% 565
2025
Q2 		$350M Buy
3,172,414
+579,074
+22% +$63.8M 0.03% 558
2025
Q1 		$286M Sell
2,593,340
-62,421
-2% -$6.88M 0.02% 586
2024
Q4 		$292M Sell
2,655,761
-472,041
-15% -$52.1M 0.02% 549
2024
Q3 		$346M Buy
3,127,802
+91,157
+3% +$10.1M 0.03% 510
2024
Q2 		$336M Sell
3,036,645
-313,803
-9% -$34.6M 0.03% 485
2024
Q1 		$370M Sell
3,350,448
-139,959
-4% -$15.4M 0.03% 450
2023
Q4 		$384M Sell
3,490,407
-214,360
-6% -$23.6M 0.04% 409
2023
Q3 		$409M Buy
3,704,767
+216,341
+6% +$23.9M 0.05% 372
2023
Q2 		$385M Sell
3,488,426
-211,946
-6% -$23.4M 0.04% 383
2023
Q1 		$409M Sell
3,700,372
-322,049
-8% -$35.5M 0.04% 394
2022
Q4 		$442M Sell
4,022,421
-242,378
-6% -$26.6M 0.05% 345
2022
Q3 		$469M Buy
4,264,799
+477,872
+13% +$52.6M 0.06% 318
2022
Q2 		$417M Buy
3,786,927
+760,544
+25% +$83.8M 0.05% 358
2022
Q1 		$334M Buy
3,026,383
+808,378
+36% +$89.2M 0.03% 472
2021
Q4 		$245M Buy
2,218,005
+312,498
+16% +$34.5M 0.02% 585
2021
Q3 		$211M Sell
1,905,507
-68,297
-3% -$7.55M 0.02% 617
2021
Q2 		$218M Sell
1,973,804
-259,465
-12% -$28.7M 0.02% 590
2021
Q1 		$247M Sell
2,233,269
-820,459
-27% -$90.7M 0.03% 503
2020
Q4 		$338M Sell
3,053,728
-114,167
-4% -$12.6M 0.04% 368
2020
Q3 		$351M Sell
3,167,895
-1,099,092
-26% -$122M 0.05% 338
2020
Q2 		$473M Sell
4,266,987
-1,371,176
-24% -$152M 0.07% 253
2020
Q1 		$626M Buy
5,638,163
+2,481,467
+79% +$275M 0.11% 184
2019
Q4 		$349M Sell
3,156,696
-149,011
-5% -$16.5M 0.05% 345
2019
Q3 		$366M Sell
3,305,707
-200,908
-6% -$22.2M 0.05% 332
2019
Q2 		$388M Sell
3,506,615
-16,132
-0.5% -$1.78M 0.06% 319
2019
Q1 		$390M Buy
3,522,747
+55,645
+2% +$6.15M 0.06% 300
2018
Q4 		$382M Buy
3,467,102
+1,552,177
+81% +$171M 0.07% 286
2018
Q3 		$211M Sell
1,914,925
-148,194
-7% -$16.4M 0.03% 443
2018
Q2 		$228M Buy
2,063,119
+1,100,042
+114% +$121M 0.04% 416
2018
Q1 		$106M Sell
963,077
-220,132
-19% -$24.3M 0.02% 687
2017
Q4 		$130M Buy
1,183,209
+399,259
+51% +$44M 0.02% 622
2017
Q3 		$86.5M Sell
783,950
-36,428
-4% -$4.02M 0.01% 835
2017
Q2 		$90.5M Sell
820,378
-221,062
-21% -$24.4M 0.02% 735
2017
Q1 		$115M Sell
1,041,440
-164,554
-14% -$18.2M 0.02% 628
2016
Q4 		$133M Sell
1,205,994
-57,555
-5% -$6.35M 0.03% 553
2016
Q3 		$140M Sell
1,263,549
-124,639
-9% -$13.8M 0.03% 506
2016
Q2 		$153M Sell
1,388,188
-276,546
-17% -$30.5M 0.04% 469
2016
Q1 		$184M Sell
1,664,734
-375,973
-18% -$41.5M 0.04% 400
2015
Q4 		$225M Sell
2,040,707
-342,454
-14% -$37.8M 0.05% 363
2015
Q3 		$263M Buy
2,383,161
+1,081,025
+83% +$119M 0.07% 307
2015
Q2 		$144M Buy
1,302,136
+126,405
+11% +$13.9M 0.05% 413
2015
Q1 		$130M Sell
1,175,731
-348,007
-23% -$38.4M 0.04% 418
2014
Q4 		$168M Sell
1,523,738
-22,985
-1% -$2.53M 0.06% 364
2014
Q3 		$171M Buy
1,546,723
+132,369
+9% +$14.6M 0.06% 367
2014
Q2 		$156M Buy
1,414,354
+43,758
+3% +$4.82M 0.05% 396
2014
Q1 		$151M Buy
1,370,596
+75,502
+6% +$8.32M 0.06% 361
2013
Q4 		$143M Buy
1,295,094
+144,218
+13% +$15.9M 0.05% 375
2013
Q3 		$127M Buy
1,150,876
+311,275
+37% +$34.3M 0.05% 374
2013
Q2 		$92.5M Buy
+839,601
New +$92.6M 0.04% 441

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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Bank of America's SHV Position: Q1 2026 in Review

Bank of America reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.4% in Q1 2026, selling an estimated $11.8M and leaving 2,998,060 shares worth $331M. The position accounts for 0.02% of the portfolio, ranked #534.

Bank of America first reported a position in SHV in Q2 2013 and has held it in 52 quarters since. The position peaked at $626M in Q1 2020. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Bank of America held 2,998,060 shares of iShares 0-1 Year Treasury Bond ETF worth $331M as of Q1 2026.
  • Bank of America sold 106,934 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.8M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Bank of America's portfolio in Q1 2026, its #534 holding.
  • Bank of America first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares 0-1 Year Treasury Bond ETF position peaked at $626M in Q1 2020.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.