Calamos Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Calamos Advisors’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	–	Sell	-51,516	Closed	-$5.69M	–	1229
2026 Q1	$5.69M	Buy	+51,516	New	+$5.68M	0.02%	529
2023 Q2	–	Sell	-3,622	Closed	-$400K	–	1052
2023 Q1	$400K	Buy	3,622 +1,110	+44%	+$122K	﹤0.01%	861
2022 Q4	$276K	Buy	+2,512	New	+$276K	﹤0.01%	931

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

Calamos Advisors's SHV Position: Q2 2026 in Review

Calamos Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 51,516 shares — an estimated $5.69M sold.

Calamos Advisors first reported a position in SHV in Q4 2022 and held it in 3 quarters. The position peaked at $5.69M in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Calamos Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Calamos Advisors sold 51,516 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.69M.
Calamos Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
Calamos Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $5.69M in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.