CG
SHV icon

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

Caprock 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 		– Sell
-3,769
Closed -$415K – 1279
2025
Q4 		$415K Buy
3,769
+12
+0.3% +$1.32K 0.01% 881
2025
Q3 		$415K Buy
+3,757
New +$414K 0.01% 846
2025
Q1 		$315K Buy
+2,854
New +$315K 0.01% 853

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

Caprock Group's SHV Position: Q1 2026 in Review

Caprock Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 3,769 shares — an estimated $415K sold.

Caprock Group first reported a position in SHV in Q1 2025 and held it in 3 quarters. The position peaked at $415K in Q4 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Caprock Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 3,769 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $415K.
  • Caprock Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
  • Caprock Group's iShares 0-1 Year Treasury Bond ETF position peaked at $415K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.