Brown Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Brown Advisory’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	$1.23M	Sell	11,177 -1,893	-14%	-$209K	﹤0.01%	846
2026 Q1	$1.44M	Buy	13,070 +1,788	+16%	+$197K	﹤0.01%	752
2025 Q4	$1.24M	Buy	11,282 +96	+0.9%	+$10.6K	﹤0.01%	785
2025 Q3	$1.24M	Sell	11,186 -3,868	-26%	-$427K	﹤0.01%	769
2025 Q2	$1.66M	Sell	15,054 -1,259	-8%	-$139K	﹤0.01%	688
2025 Q1	$1.8M	Sell	16,313 -4,148	-20%	-$457K	﹤0.01%	650
2024 Q4	$2.25M	Buy	20,461 +158	+0.8%	+$17.4K	﹤0.01%	632
2024 Q3	$2.25M	Sell	20,303 -667	-3%	-$73.6K	﹤0.01%	631
2024 Q2	$2.32M	Sell	20,970 -313	-1%	-$34.5K	﹤0.01%	608
2024 Q1	$2.35M	Buy	21,283 +178	+0.8%	+$19.6K	﹤0.01%	608
2023 Q4	$2.32M	Buy	21,105 +45	+0.2%	+$4.96K	﹤0.01%	599
2023 Q3	$2.33M	Buy	21,060 +50	+0.2%	+$5.51K	﹤0.01%	578
2023 Q2	$2.32M	Buy	21,010 +450	+2%	+$49.6K	﹤0.01%	588
2023 Q1	$2.27M	Buy	+20,560	New	+$2.26M	﹤0.01%	582

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

Brown Advisory's SHV Position: Q2 2026 in Review

Brown Advisory reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 14% in Q2 2026, selling an estimated $209K and leaving 11,177 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Brown Advisory first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.35M in Q1 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Brown Advisory held 11,177 shares of iShares 0-1 Year Treasury Bond ETF worth $1.23M as of Q2 2026.
Brown Advisory sold 1,893 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $209K.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #846 holding.
Brown Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Brown Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $2.35M in Q1 2024.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.