Barclays
SHV icon

Barclays’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Barclays’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
2023
Q1 		– Sell
-4,900
Closed -$539K – 5317
2022
Q4 		$539K Buy
+4,900
New +$539K ﹤0.01% 3269
2022
Q1 		– Sell
-37
Closed -$4K – 5535
2021
Q4 		$4K Buy
37
+33
+825% +$3.64K ﹤0.01% 4033
2021
Q3 		$0 Hold
4
– – ﹤0.01% 4979
2021
Q2 		$0 Buy
+4
New +$442 ﹤0.01% 5057
2021
Q1 		– Sell
-3,476
Closed -$384K – 5128
2020
Q4 		$384K Buy
+3,476
New +$385K ﹤0.01% 3399
2015
Q4 		– Sell
-510
Closed -$57K – 6507
2015
Q3 		$57K Sell
510
-280
-35% -$30.9K ﹤0.01% 4948
2015
Q2 		$88K Buy
790
+300
+61% +$33.1K ﹤0.01% 4758
2015
Q1 		$55K Sell
490
-425
-46% -$46.9K ﹤0.01% 5210
2014
Q4 		$102K Sell
915
-3,068
-77% -$338K ﹤0.01% 5194
2014
Q3 		$440K Buy
3,983
+1,655
+71% +$182K ﹤0.01% 4053
2014
Q2 		$257K Sell
2,328
-4,128
-64% -$455K ﹤0.01% 4587
2014
Q1 		$712K Buy
6,456
+312
+5% +$34.4K ﹤0.01% 3597
2013
Q4 		$677K Buy
6,144
+1,341
+28% +$148K ﹤0.01% 3794
2013
Q3 		$528K Sell
4,803
-466
-9% -$51.4K ﹤0.01% 4050
2013
Q2 		$581K Buy
+5,269
New +$581K ﹤0.01% 4032

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays's SHV Position: Q1 2023 in Review

Barclays sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 4,900 shares — an estimated $539K sold.

Barclays first reported a position in SHV in Q2 2013 and held it in 15 quarters. The position peaked at $712K in Q1 2014. 611 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Barclays reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Barclays sold 4,900 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $539K.
  • Barclays first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and held it in 15 quarters.
  • Barclays's iShares 0-1 Year Treasury Bond ETF position peaked at $712K in Q1 2014.
  • 611 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Barclays's 13F filing for Q1 2023, filed 4 May 2023.