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Brooklyn Investment Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Brooklyn Investment Group’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 		$432K Sell
3,916
-1,445
-27% -$159K 0.01% 1142
2025
Q4 		$590K Buy
+5,361
New +$591K 0.03% 564
2025
Q3 		– Sell
-303
Closed -$33.5K – 2338
2025
Q2 		$33.5K Buy
+303
New +$33.4K ﹤0.01% 1565

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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brooklyn Investment Group's SHV Position: Q1 2026 in Review

Brooklyn Investment Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 27% in Q1 2026, selling an estimated $159K and leaving 3,916 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #1142.

Brooklyn Investment Group first reported a position in SHV in Q2 2025 and has held it in 3 quarters since. The position peaked at $590K in Q4 2025. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Brooklyn Investment Group held 3,916 shares of iShares 0-1 Year Treasury Bond ETF worth $432K as of Q1 2026.
  • Brooklyn Investment Group sold 1,445 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $159K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1142 holding.
  • Brooklyn Investment Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Brooklyn Investment Group's iShares 0-1 Year Treasury Bond ETF position peaked at $590K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.