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Chatterton & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Chatterton & Associates’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 		$265K Sell
2,408
-1,849
-43% -$204K 0.16% 88
2026
Q1 		$469K Sell
4,257
-252
-6% -$27.8K 0.33% 59
2025
Q4 		$497K Buy
+4,509
New +$497K 0.43% 53

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WLIM
White Lighthouse Investment Management Bedford, Massachusetts $802M AUM 19.15% 1-Year Est. Return
CG
Cynosure Group Salt Lake City, Utah $666M AUM 18.54% 1-Year Est. Return

Chatterton & Associates's SHV Position: Q2 2026 in Review

Chatterton & Associates reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 43% in Q2 2026, selling an estimated $204K and leaving 2,408 shares worth $265K. The position accounts for 0.16% of the portfolio, ranked #88.

Chatterton & Associates first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $497K in Q4 2025. 433 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Chatterton & Associates held 2,408 shares of iShares 0-1 Year Treasury Bond ETF worth $265K as of Q2 2026.
  • Chatterton & Associates sold 1,849 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $204K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.16% of Chatterton & Associates's portfolio in Q2 2026, its #88 holding.
  • Chatterton & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Chatterton & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $497K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.