BCI
SHV icon

Brinker Capital Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Brinker Capital Investments’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 		$5.15M Buy
46,638
+2,300
+5% +$254K 0.04% 376
2026
Q1 		$4.89M Buy
44,338
+3,363
+8% +$371K 0.04% 370
2025
Q4 		$4.51M Buy
40,975
+1,331
+3% +$147K 0.03% 475
2025
Q3 		$4.38M Sell
39,644
-7,990
-17% -$881K 0.03% 471
2025
Q2 		$5.26M Buy
47,634
+11,369
+31% +$1.25M 0.04% 373
2025
Q1 		$4.01M Buy
36,265
+1,366
+4% +$151K 0.04% 414
2024
Q4 		$3.84M Buy
34,899
+14,228
+69% +$1.57M 0.04% 402
2024
Q3 		$2.29M Buy
20,671
+5,201
+34% +$574K 0.02% 626
2024
Q2 		$1.71M Sell
15,470
-7,588
-33% -$837K 0.02% 721
2024
Q1 		$2.55M Sell
23,058
-56,461
-71% -$6.23M 0.03% 542
2023
Q4 		$8.76M Buy
79,519
+64,574
+432% +$7.12M 0.1% 194
2023
Q3 		$1.65M Buy
14,945
+7,761
+108% +$856K 0.02% 696
2023
Q2 		$794K Buy
7,184
+2,926
+69% +$323K 0.01% 1039
2023
Q1 		$2.33M Buy
4,258
+1,907
+81% +$210K 0.03% 532
2022
Q4 		$258K Sell
2,351
-121
-5% -$13.3K 0.01% 1205
2022
Q3 		$272K Sell
2,472
-56
-2% -$6.16K 0.01% 1157
2022
Q2 		$278K Sell
2,528
-136
-5% -$15K 0.01% 1201
2022
Q1 		$294K Hold
2,664
– – ﹤0.01% 1227
2021
Q4 		$294K Hold
2,664
– – ﹤0.01% 1264
2021
Q3 		$294K Hold
2,664
– – ﹤0.01% 1147
2021
Q2 		$294K Hold
2,664
– – ﹤0.01% 1199
2021
Q1 		$294K Hold
2,664
– – ﹤0.01% 1056
2020
Q4 		$294K Hold
2,664
– – ﹤0.01% 933
2020
Q3 		$295K Hold
2,664
– – 0.01% 1014
2020
Q2 		$295K Sell
2,664
-669
-20% -$74.1K 0.01% 285
2020
Q1 		$370K Buy
3,333
+669
+25% +$74K 0.02% 264
2019
Q4 		$294K Hold
2,664
– – 0.01% 293
2019
Q3 		$295K Sell
2,664
-184
-6% -$20.3K 0.01% 296
2019
Q2 		$315K Sell
2,848
-146
-5% -$16.1K 0.01% 333
2019
Q1 		$331K Sell
2,994
-432,121
-99% -$47.7M 0.01% 302
2018
Q4 		$48M Buy
435,115
+432,267
+15,178% +$47.7M 1.68% 9
2018
Q3 		$315K Buy
2,848
+2
+0.1% +$221 0.01% 267
2018
Q2 		$314K Sell
2,846
-9,797
-77% -$1.08M 0.01% 286
2018
Q1 		$1.4M Buy
12,643
+9,795
+344% +$1.08M 0.05% 203
2017
Q4 		$314K Sell
2,848
-76
-3% -$8.38K 0.01% 283
2017
Q3 		$323K Buy
2,924
+288
+11% +$31.8K 0.01% 262
2017
Q2 		$291K Buy
2,636
+2,634
+131,700% +$290K 0.01% 262
2017
Q1 		$0 Hold
2
– – ﹤0.01% 502
2016
Q4 		$0 Hold
2
– – ﹤0.01% 626
2016
Q3 		$0 Hold
2
– – ﹤0.01% 610
2016
Q2 		$0 Hold
2
– – ﹤0.01% 410
2016
Q1 		$0 Sell
2
-562
-100% -$62K ﹤0.01% 648
2015
Q4 		$62K Buy
564
+554
+5,540% +$61.1K ﹤0.01% 324
2015
Q3 		$1K Buy
+10
New +$1.1K ﹤0.01% 439
2013
Q4 		– Sell
-18,000
Closed -$1.99M – 406
2013
Q3 		$1.99M Hold
18,000
– – 0.08% 150
2013
Q2 		$1.98M Buy
+18,000
New +$1.98M 0.08% 146

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brinker Capital Investments's SHV Position: Q2 2026 in Review

Brinker Capital Investments increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.2% in Q2 2026, buying an estimated $254K and bringing the position to 46,638 shares worth $5.15M. The position accounts for 0.04% of the portfolio, ranked #376.

Brinker Capital Investments first reported a position in SHV in Q2 2013 and has held it in 46 quarters since. The position peaked at $48M in Q4 2018. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Brinker Capital Investments held 46,638 shares of iShares 0-1 Year Treasury Bond ETF worth $5.15M as of Q2 2026.
  • Brinker Capital Investments bought 2,300 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $254K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.04% of Brinker Capital Investments's portfolio in Q2 2026, its #376 holding.
  • Brinker Capital Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 46 quarters since.
  • Brinker Capital Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $48M in Q4 2018.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.