Burford Brothers’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Burford Brothers’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	$1.33M	Buy	+12,009	New	+$1.32M	0.54%	41
2025 Q4	–	Sell	-6,269	Closed	-$693K	–	180
2025 Q3	$693K	Sell	6,269 -12,376	-66%	-$1.36M	0.3%	81
2025 Q2	$2.06M	Buy	18,645 +10,393	+126%	+$1.15M	0.94%	23
2025 Q1	$912K	Buy	+8,252	New	+$910K	0.44%	55
2024 Q4	–	Sell	-12,869	Closed	-$1.42M	–	166
2024 Q3	$1.42M	Buy	+12,869	New	+$1.42M	0.74%	30
2024 Q1	–	Sell	-16,998	Closed	-$1.87M	–	156
2023 Q4	$1.87M	Buy	+16,998	New	+$1.87M	1.32%	13

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

Burford Brothers's SHV Position: Q1 2026 in Review

Burford Brothers opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 12,009 shares worth $1.33M. The stake represents 0.54% of the portfolio and ranks #41 among its holdings. This is a return to the name: Burford Brothers previously reported a position in SHV as recently as Q3 2025.

Burford Brothers first reported a position in SHV in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.06M in Q2 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Burford Brothers held 12,009 shares of iShares 0-1 Year Treasury Bond ETF worth $1.33M as of Q1 2026.
iShares 0-1 Year Treasury Bond ETF was a new Burford Brothers position in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.54% of Burford Brothers's portfolio in Q1 2026, its #41 holding.
Burford Brothers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 6 quarters since.
Burford Brothers's iShares 0-1 Year Treasury Bond ETF position peaked at $2.06M in Q2 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.