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 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 $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

Brown Advisory's SHV Position: Q1 2026 in Review

Brown Advisory increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 16% in Q1 2026, buying an estimated $197K and bringing the position to 13,070 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Brown Advisory first reported a position in SHV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.35M in Q1 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Brown Advisory held 13,070 shares of iShares 0-1 Year Treasury Bond ETF worth $1.44M as of Q1 2026.
Brown Advisory bought 1,788 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $197K.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #752 holding.
Brown Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Brown Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $2.35M in Q1 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.