CIG
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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
Q2 		$317K Hold
2,875
– – 0.14% 57
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 $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
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cairn Investment Group's SHV Position: Q2 2026 in Review

Cairn Investment Group held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 2,875 shares worth $317K. The position accounts for 0.14% of the portfolio, ranked #57.

Cairn Investment Group first reported a position in SHV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.73M in Q2 2020. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Cairn Investment Group held 2,875 shares of iShares 0-1 Year Treasury Bond ETF worth $317K as of Q2 2026.
  • Cairn Investment Group left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.14% of Cairn Investment Group's portfolio in Q2 2026, its #57 holding.
  • Cairn Investment Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Cairn Investment Group's iShares 0-1 Year Treasury Bond ETF position peaked at $2.73M in Q2 2020.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Cairn Investment Group's 13F filing for Q2 2026, filed 28 Jul 2026.