Cerity Partners
SHV icon

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

Cerity 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 		$37.8M Sell
342,210
-10,674
-3% -$1.18M 0.05% 308
2026
Q1 		$39M Sell
352,884
-116,259
-25% -$12.8M 0.06% 290
2025
Q4 		$51.7M Sell
469,143
-48,512
-9% -$5.35M 0.08% 228
2025
Q3 		$57.2M Sell
517,655
-16,601
-3% -$1.83M 0.09% 190
2025
Q2 		$59M Buy
534,256
+169
+0% +$18.6K 0.11% 177
2025
Q1 		$59M Buy
534,087
+53,363
+11% +$5.89M 0.12% 167
2024
Q4 		$52.9M Buy
480,724
+5,423
+1% +$598K 0.11% 165
2024
Q3 		$52.6M Sell
475,301
-3,433
-0.7% -$379K 0.12% 165
2024
Q2 		$52.9M Buy
478,734
+50,605
+12% +$5.58M 0.14% 151
2024
Q1 		$47.3M Sell
428,129
-113,253
-21% -$12.5M 0.12% 165
2023
Q4 		$59.6M Sell
541,382
-426,089
-44% -$47M 0.2% 123
2023
Q3 		$107M Sell
967,471
-865,669
-47% -$95.4M 0.52% 43
2023
Q2 		$202M Buy
1,833,140
+612,938
+50% +$67.6M 0.79% 20
2023
Q1 		$135M Buy
1,220,202
+1,177,269
+2,742% +$130M 0.32% 49
2022
Q4 		$4.72M Buy
42,933
+15,536
+57% +$1.71M 0.03% 370
2022
Q3 		$3.01M Buy
27,397
+13,406
+96% +$1.47M 0.04% 312
2022
Q2 		$1.54M Buy
+13,991
New +$1.54M 0.02% 461
2021
Q4 		– Sell
-10,261
Closed -$1.13M – 1046
2021
Q3 		$1.13M Sell
10,261
-10,205
-50% -$1.13M 0.02% 345
2021
Q2 		$2.26M Buy
20,466
+1,741
+9% +$192K 0.05% 245
2021
Q1 		$2.07M Buy
+18,725
New +$2.07M 0.05% 247

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners's SHV Position: Q2 2026 in Review

Cerity Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3% in Q2 2026, selling an estimated $1.18M and leaving 342,210 shares worth $37.8M. The position accounts for 0.05% of the portfolio, ranked #308.

Cerity Partners first reported a position in SHV in Q1 2021 and has held it in 20 quarters since. The position peaked at $202M in Q2 2023. 683 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Cerity Partners held 342,210 shares of iShares 0-1 Year Treasury Bond ETF worth $37.8M as of Q2 2026.
  • Cerity Partners sold 10,674 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.18M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #308 holding.
  • Cerity Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Cerity Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $202M in Q2 2023.
  • 683 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.