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

Cary Street Partners’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	$3.83M	Sell	34,737 -3,851	-10%	-$424K	0.08%	239
2026 Q1	$4.26M	Buy	38,588 +1,478	+4%	+$163K	0.11%	203
2025 Q4	$4.09M	Buy	37,110 +3,380	+10%	+$373K	0.1%	202
2025 Q3	$3.73M	Sell	33,730 -2,233	-6%	-$246K	0.1%	219
2025 Q2	$3.97M	Buy	35,963 +1,949	+6%	+$215K	0.11%	194
2025 Q1	$3.76M	Buy	34,014 +2,100	+7%	+$232K	0.12%	179
2024 Q4	$3.51M	Buy	+31,914	New	+$3.52M	0.11%	173

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

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

Cary Street Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 10% in Q2 2026, selling an estimated $424K and leaving 34,737 shares worth $3.83M. The position accounts for 0.08% of the portfolio, ranked #239.

Cary Street Partners first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.26M in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Cary Street Partners held 34,737 shares of iShares 0-1 Year Treasury Bond ETF worth $3.83M as of Q2 2026.
Cary Street Partners sold 3,851 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $424K.
iShares 0-1 Year Treasury Bond ETF made up 0.08% of Cary Street Partners's portfolio in Q2 2026, its #239 holding.
Cary Street Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $4.26M in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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