Blue Trust Inc’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Blue Trust Inc’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 Q2	$1.33K	Hold	12	–	–	﹤0.01%	2250
2026 Q1	$1.32K	Hold	12	–	–	﹤0.01%	2214
2025 Q4	$1.31K	Sell	12 -40	-77%	-$4.41K	﹤0.01%	2234
2025 Q3	$5.72K	Buy	52 +40	+333%	+$4.41K	﹤0.01%	1967
2025 Q2	$1.28K	Sell	12 -11	-48%	-$1.21K	﹤0.01%	2203
2025 Q1	$2.49K	Buy	23 +12	+109%	+$1.32K	﹤0.01%	2203
2024 Q4	$1.26K	Hold	11	–	–	﹤0.01%	2263
2024 Q3	$1.23K	Sell	11 -587	-98%	-$64.8K	﹤0.01%	2673
2024 Q2	$66.1K	Hold	598	–	–	﹤0.01%	1142
2024 Q1	$66.1K	Sell	598 -1,014	-63%	-$112K	﹤0.01%	831
2023 Q4	$178K	Sell	1,612 -37	-2%	-$4.08K	﹤0.01%	480
2023 Q3	$182K	Buy	1,649 +1	+0.1%	+$110	﹤0.01%	458
2023 Q2	$182K	Sell	1,648 -417	-20%	-$46K	﹤0.01%	378
2023 Q1	$227K	Sell	2,065 -448	-18%	-$49.4K	﹤0.01%	502
2022 Q4	$276K	Sell	2,513 -3,269	-57%	-$359K	﹤0.01%	370
2022 Q3	$637K	Sell	5,782 -1,321	-19%	-$145K	0.01%	185
2022 Q2	$783K	Buy	+7,103	New	+$782K	0.01%	158

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Trust Inc's SHV Position: Q2 2026 in Review

Blue Trust Inc held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 12 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Blue Trust Inc first reported a position in SHV in Q2 2022 and has held it in 17 quarters since. The position peaked at $783K in Q2 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Blue Trust Inc held 12 shares of iShares 0-1 Year Treasury Bond ETF worth $1.33K as of Q2 2026.
Blue Trust Inc left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2250 holding.
Blue Trust Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's iShares 0-1 Year Treasury Bond ETF position peaked at $783K in Q2 2022.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.