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Cary Street Partners Investment Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cary Street Partners Investment Advisory’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 		$14.9K Sell
135
-136
-50% -$15K ﹤0.01% 675
2026
Q1 		$29.9K Buy
271
+136
+101% +$15K 0.01% 588
2025
Q4 		$14.9K Hold
135
– – ﹤0.01% 597
2025
Q3 		$14.9K Sell
135
-36
-21% -$3.97K 0.01% 528
2025
Q2 		$18.9K Buy
171
+36
+27% +$3.97K 0.01% 487
2025
Q1 		$14.9K Buy
+135
New +$14.9K 0.01% 462
2024
Q4 		– Sell
-23,606
Closed -$2.61M – 713
2024
Q3 		$2.61M Buy
23,606
+4,299
+22% +$474K 0.1% 232
2024
Q2 		$2.13M Buy
19,307
+8,018
+71% +$884K 0.09% 240
2024
Q1 		$1.25M Buy
11,289
+4,650
+70% +$513K 0.05% 313
2023
Q4 		$731K Sell
6,639
-530
-7% -$58.4K 0.03% 363
2023
Q3 		$792K Sell
7,169
-323
-4% -$35.6K 0.04% 331
2023
Q2 		$827K Buy
7,492
+840
+13% +$92.6K 0.05% 286
2023
Q1 		$735K Buy
6,652
+115
+2% +$12.7K 0.05% 284
2022
Q4 		$719K Sell
6,537
-625
-9% -$68.7K 0.05% 285
2022
Q3 		$788K Sell
7,162
-485
-6% -$53.4K 0.06% 256
2022
Q2 		$842K Buy
7,647
+4,547
+147% +$501K 0.07% 228
2022
Q1 		$342K Buy
3,100
+870
+39% +$96K 0.09% 193
2021
Q4 		$246K Hold
2,230
– – 0.07% 231
2021
Q3 		$246K Hold
2,230
– – 0.08% 215
2021
Q2 		$246K Sell
2,230
-400
-15% -$44.2K 0.08% 209
2021
Q1 		$291K Sell
2,630
-121
-4% -$13.4K 0.12% 170
2020
Q4 		$304K Sell
2,751
-679
-20% -$75.1K 0.06% 251
2020
Q3 		$380K Sell
3,430
-1,800
-34% -$199K 0.08% 197
2020
Q2 		$579K Buy
+5,230
New +$580K 0.82% 32
2020
Q1 		– Sell
-3,557
Closed -$393K – 119
2019
Q4 		$393K Buy
+3,557
New +$393K 0.43% 62
2018
Q4 		$649K Buy
+12,338
New +$1.36M 0.63% 29

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

Cary Street Partners Investment Advisory's SHV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 50% in Q2 2026, selling an estimated $15K and leaving 135 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Cary Street Partners Investment Advisory first reported a position in SHV in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.61M in Q3 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Cary Street Partners Investment Advisory held 135 shares of iShares 0-1 Year Treasury Bond ETF worth $14.9K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 136 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $15K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #675 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 26 quarters since.
  • Cary Street Partners Investment Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $2.61M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.