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

Berkshire Bank’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
-3,875
Closed -$427K – 165
2025
Q4 		$427K Hold
3,875
– – 0.09% 114
2025
Q3 		$428K Sell
3,875
-14,807
-79% -$1.63M 0.09% 108
2025
Q2 		$2.06M Buy
18,682
+700
+4% +$77.2K 0.47% 48
2025
Q1 		$1.99M Buy
17,982
+3,180
+21% +$351K 0.48% 48
2024
Q4 		$1.63M Buy
14,802
+11,167
+307% +$1.23M 0.38% 57
2024
Q3 		$402K Buy
+3,635
New +$401K 0.09% 114

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 $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 $424B AUM 22.94% 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

Berkshire Bank's SHV Position: Q1 2026 in Review

Berkshire Bank sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 3,875 shares — an estimated $427K sold.

Berkshire Bank first reported a position in SHV in Q3 2024 and held it in 6 quarters. The position peaked at $2.06M in Q2 2025. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Berkshire Bank reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Berkshire Bank sold 3,875 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $427K.
  • Berkshire Bank first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and held it in 6 quarters.
  • Berkshire Bank's iShares 0-1 Year Treasury Bond ETF position peaked at $2.06M in Q2 2025.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Berkshire Bank's 13F filing for Q1 2026, filed 28 Apr 2026.