Boston Family Office’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Boston Family Office’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	$834K	Sell	7,559 -550	-7%	-$60.6K	0.06%	181
2025 Q4	$893K	Sell	8,109 -7	-0.1%	-$772	0.06%	167
2025 Q3	$897K	Hold	8,116	–	–	0.06%	167
2025 Q2	$896K	Sell	8,116 -3,709	-31%	-$409K	0.06%	166
2025 Q1	$1.31M	Buy	11,825 +3,148	+36%	+$347K	0.09%	142
2024 Q4	$955K	Buy	8,677 +4,219	+95%	+$465K	0.07%	158
2024 Q3	$493K	Buy	4,458 +2,130	+91%	+$235K	0.03%	201
2024 Q2	$257K	Buy	+2,328	New	+$257K	0.02%	235

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Family Office's SHV Position: Q1 2026 in Review

Boston Family Office reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.8% in Q1 2026, selling an estimated $60.6K and leaving 7,559 shares worth $834K. The position accounts for 0.06% of the portfolio, ranked #181.

Boston Family Office first reported a position in SHV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q1 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Boston Family Office held 7,559 shares of iShares 0-1 Year Treasury Bond ETF worth $834K as of Q1 2026.
Boston Family Office sold 550 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $60.6K.
iShares 0-1 Year Treasury Bond ETF made up 0.06% of Boston Family Office's portfolio in Q1 2026, its #181 holding.
Boston Family Office first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Boston Family Office's iShares 0-1 Year Treasury Bond ETF position peaked at $1.31M in Q1 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.