Bank of Montreal’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.56M | Buy |
68,498
+2,380
| +4% | +$262K | ﹤0.01% | 1244 |
|
|
2026
Q1 | $7.3M | Sell |
66,118
-68,776
| -51% | -$7.58M | ﹤0.01% | 1191 |
|
|
2025
Q4 | $14.9M | Buy |
134,894
+84,555
| +168% | +$9.32M | 0.01% | 964 |
|
|
2025
Q3 | $5.56M | Buy |
50,339
+6,445
| +15% | +$711K | ﹤0.01% | 1244 |
|
|
2025
Q2 | $4.85M | Sell |
43,894
-3,170
| -7% | -$350K | ﹤0.01% | 1253 |
|
|
2025
Q1 | $5.2M | Sell |
47,064
-24,148
| -34% | -$2.66M | ﹤0.01% | 1156 |
|
|
2024
Q4 | $7.84M | Buy |
71,212
+26,422
| +59% | +$2.91M | ﹤0.01% | 1063 |
|
|
2024
Q3 | $4.96M | Buy |
44,790
+2,598
| +6% | +$287K | ﹤0.01% | 1317 |
|
|
2024
Q2 | $4.66M | Sell |
42,192
-5,227
| -11% | -$576K | ﹤0.01% | 1286 |
|
|
2024
Q1 | $5.24M | Sell |
47,419
-238
| -0.5% | -$26.3K | ﹤0.01% | 1203 |
|
|
2023
Q4 | $5.25M | Sell |
47,657
-102,611
| -68% | -$11.3M | ﹤0.01% | 1263 |
|
|
2023
Q3 | $16.6M | Buy |
150,268
+90,439
| +151% | +$9.97M | 0.01% | 789 |
|
|
2023
Q2 | $6.61M | Sell |
59,829
-55,615
| -48% | -$6.13M | ﹤0.01% | 1205 |
|
|
2023
Q1 | $12.8M | Sell |
115,444
-30,456
| -21% | -$3.35M | 0.01% | 846 |
|
|
2022
Q4 | $16M | Sell |
145,900
-31,068
| -18% | -$3.41M | 0.01% | 779 |
|
|
2022
Q3 | $19.5M | Buy |
176,968
+44,485
| +34% | +$4.89M | 0.01% | 698 |
|
|
2022
Q2 | $14.6M | Sell |
132,483
-9,415
| -7% | -$1.04M | 0.01% | 888 |
|
|
2022
Q1 | $15.6M | Buy |
141,898
+116,814
| +466% | +$12.9M | 0.01% | 940 |
|
|
2021
Q4 | $2.77M | Sell |
25,084
-6,085
| -20% | -$672K | ﹤0.01% | 1445 |
|
|
2021
Q3 | $3.44M | Sell |
31,169
-121,204
| -80% | -$13.4M | ﹤0.01% | 1808 |
|
|
2021
Q2 | $16.8M | Sell |
152,373
-48,400
| -24% | -$5.35M | 0.01% | 998 |
|
|
2021
Q1 | $22.2M | Buy |
200,773
+45,817
| +30% | +$5.06M | 0.01% | 660 |
|
|
2020
Q4 | $17.1M | Sell |
154,956
-1,612
| -1% | -$178K | 0.01% | 768 |
|
|
2020
Q3 | $17.3M | Buy |
156,568
+118,445
| +311% | +$13.1M | 0.01% | 633 |
|
|
2020
Q2 | $4.22M | Buy |
38,123
+33,695
| +761% | +$3.73M | ﹤0.01% | 1244 |
|
|
2020
Q1 | $491K | Buy |
4,428
+321
| +8% | +$35.5K | ﹤0.01% | 1991 |
|
|
2019
Q4 | $454K | Sell |
4,107
-102,399
| -96% | -$11.3M | ﹤0.01% | 2721 |
|
|
2019
Q3 | $11.8M | Buy |
106,506
+16,744
| +19% | +$1.85M | 0.01% | 814 |
|
|
2019
Q2 | $9.93M | Sell |
89,762
-192,793
| -68% | -$21.3M | 0.01% | 905 |
|
|
2019
Q1 | $31.2M | Sell |
282,555
-41,531
| -13% | -$4.59M | 0.03% | 474 |
|
|
2018
Q4 | $35.7M | Buy |
324,086
+216,410
| +201% | +$23.9M | 0.03% | 409 |
|
|
2018
Q3 | $11.9M | Sell |
107,676
-22
| -0% | -$2.43K | 0.01% | 837 |
|
|
2018
Q2 | $11.9M | Buy |
107,698
+102,562
| +1,997% | +$11.3M | 0.01% | 816 |
|
|
2018
Q1 | $567K | Buy |
5,136
+203
| +4% | +$22.4K | ﹤0.01% | 2161 |
|
|
2017
Q4 | $544K | Sell |
4,933
-231
| -4% | -$25.5K | ﹤0.01% | 2245 |
|
|
2017
Q3 | $570K | Buy |
5,164
+583
| +13% | +$64.3K | ﹤0.01% | 2231 |
|
|
2017
Q2 | $505K | Sell |
4,581
-108,439
| -96% | -$12M | ﹤0.01% | 2269 |
|
|
2017
Q1 | $12.5M | Buy |
113,020
+110,034
| +3,685% | +$12.1M | 0.01% | 728 |
|
|
2016
Q4 | $329K | Buy |
2,986
+2,446
| +453% | +$270K | ﹤0.01% | 2289 |
|
|
2016
Q3 | $60K | Buy |
+540
| New | +$59.6K | ﹤0.01% | 2990 |
|
|
2016
Q2 | – | Sell |
-45
| Closed | -$5K | – | 4293 |
|
|
2016
Q1 | $5K | Buy |
+45
| New | +$4.96K | ﹤0.01% | 3794 |
|
|
2014
Q4 | – | Sell |
-5,229
| Closed | -$576K | – | 4149 |
|
|
2014
Q3 | $576K | Buy |
+5,229
| New | +$577K | ﹤0.01% | 2014 |
|
Other funds holding SHV
NRI
BBVA
Bank of Montreal's SHV Position: Q2 2026 in Review
Bank of Montreal increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.6% in Q2 2026, buying an estimated $262K and bringing the position to 68,498 shares worth $7.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1244.
Bank of Montreal first reported a position in SHV in Q3 2014 and has held it in 42 quarters since. The position peaked at $35.7M in Q4 2018. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.
- Bank of Montreal held 68,498 shares of iShares 0-1 Year Treasury Bond ETF worth $7.56M as of Q2 2026.
- Bank of Montreal bought 2,380 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $262K.
- iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1244 holding.
- Bank of Montreal first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2014 and has held it in 42 quarters since.
- Bank of Montreal's iShares 0-1 Year Treasury Bond ETF position peaked at $35.7M in Q4 2018.
- 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.