BIP
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Blueprint Investment Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Blueprint Investment Partners’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 		$26.7M Buy
+241,691
New +$26.6M 2.72% 9
2025
Q2 		– Sell
-82,972
Closed -$9.17M – 99
2025
Q1 		$9.17M Sell
82,972
-97,048
-54% -$10.7M 1.67% 18
2024
Q4 		$19.8M Buy
180,020
+81,977
+84% +$9.04M 3.15% 7
2024
Q3 		$10.8M Buy
98,043
+28,026
+40% +$3.09M 1.97% 13
2024
Q2 		$7.74M Buy
70,017
+10,020
+17% +$1.1M 1.67% 16
2024
Q1 		$6.63M Buy
59,997
+58,099
+3,061% +$6.41M 1.31% 16
2023
Q4 		$209K Sell
1,898
-129,419
-99% -$14.3M 0.06% 130
2023
Q3 		$14.5M Buy
131,317
+77,488
+144% +$8.54M 4.66% 6
2023
Q2 		$5.95M Sell
53,829
-47,298
-47% -$5.21M 2.13% 13
2023
Q1 		$11.2M Sell
101,127
-109,998
-52% -$12.1M 2.55% 8
2022
Q4 		$23.2M Sell
211,125
-258,342
-55% -$28.4M 4.91% 4
2022
Q3 		$51.6M Sell
469,467
-61,269
-12% -$6.74M 14.08% 2
2022
Q2 		$58.4M Buy
530,736
+410,051
+340% +$45.2M 15.74% 2
2022
Q1 		$13.3M Buy
+120,685
New +$13.3M 3.42% 6

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 $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

Blueprint Investment Partners's SHV Position: Q1 2026 in Review

Blueprint Investment Partners opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 241,691 shares worth $26.7M. The stake represents 2.72% of the portfolio and ranks #9 among its holdings. This is a return to the name: Blueprint Investment Partners previously reported a position in SHV as recently as Q1 2025.

Blueprint Investment Partners first reported a position in SHV in Q1 2022 and has held it in 14 quarters since. The position peaked at $58.4M in Q2 2022. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Blueprint Investment Partners held 241,691 shares of iShares 0-1 Year Treasury Bond ETF worth $26.7M as of Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Blueprint Investment Partners position in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 2.72% of Blueprint Investment Partners's portfolio in Q1 2026, its #9 holding.
  • Blueprint Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Blueprint Investment Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $58.4M in Q2 2022.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.