CIG
SHV icon

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

Cairn 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 		$317K Sell
2,875
-100
-3% -$11K 0.16% 53
2025
Q4 		$328K Sell
2,975
-650
-18% -$71.7K 0.16% 56
2025
Q3 		$401K Sell
3,625
-50
-1% -$5.51K 0.18% 53
2025
Q2 		$406K Buy
+3,675
New +$405K 0.21% 54
2025
Q1 		– Sell
-6,300
Closed -$694K – 73
2024
Q4 		$694K Hold
6,300
– – 0.41% 45
2024
Q3 		$697K Hold
6,300
– – 0.39% 45
2024
Q2 		$696K Sell
6,300
-200
-3% -$22.1K 0.41% 45
2024
Q1 		$719K Sell
6,500
-90
-1% -$9.93K 0.41% 44
2023
Q4 		$726K Sell
6,590
-505
-7% -$55.7K 0.45% 42
2023
Q3 		$784K Hold
7,095
– – 0.52% 42
2023
Q2 		$784K Hold
7,095
– – 0.51% 44
2023
Q1 		$784K Sell
7,095
-790
-10% -$87K 0.55% 44
2022
Q4 		$867K Sell
7,885
-800
-9% -$87.9K 0.65% 42
2022
Q3 		$955K Sell
8,685
-345
-4% -$38K 0.77% 44
2022
Q2 		$994K Buy
9,030
+2,475
+38% +$273K 0.77% 43
2022
Q1 		$1.06M Sell
6,555
-4,430
-40% -$489K 0.67% 44
2021
Q4 		$1.21M Sell
10,985
-4,350
-28% -$480K 0.84% 41
2021
Q3 		$1.69M Buy
15,335
+2,980
+24% +$329K 1.25% 27
2021
Q2 		$1.36M Sell
12,355
-1,195
-9% -$132K 1% 32
2021
Q1 		$1.5M Sell
13,550
-5,235
-28% -$579K 1.25% 30
2020
Q4 		$2.08M Buy
18,785
+580
+3% +$64.2K 1.96% 17
2020
Q3 		$2.02M Sell
18,205
-6,410
-26% -$710K 2.13% 15
2020
Q2 		$2.73M Buy
24,615
+675
+3% +$74.8K 3.31% 2
2020
Q1 		$2.66M Buy
23,940
+8,310
+53% +$920K 3.95% 2
2019
Q4 		$1.73M Buy
+15,630
New +$1.73M 1.71% 25

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cairn Investment Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.4% in Q1 2026, selling an estimated $11K and leaving 2,875 shares worth $317K. The position accounts for 0.16% of the portfolio, ranked #53.

Cairn Investment Group first reported a position in SHV in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.73M in Q2 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Cairn Investment Group held 2,875 shares of iShares 0-1 Year Treasury Bond ETF worth $317K as of Q1 2026.
  • Cairn Investment Group sold 100 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $11K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.16% of Cairn Investment Group's portfolio in Q1 2026, its #53 holding.
  • Cairn Investment Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Cairn Investment Group's iShares 0-1 Year Treasury Bond ETF position peaked at $2.73M in Q2 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

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