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Choreo LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Choreo LLC’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 		$1.18M Sell
10,657
-310
-3% -$34.2K 0.01% 555
2025
Q4 		$1.21M Sell
10,967
-349
-3% -$38.5K 0.02% 532
2025
Q3 		$1.25M Sell
11,316
-483
-4% -$53.3K 0.02% 521
2025
Q2 		$1.3M Sell
11,799
-1,181
-9% -$130K 0.02% 493
2025
Q1 		$1.43M Sell
12,980
-1,525
-11% -$168K 0.02% 443
2024
Q4 		$1.6M Sell
14,505
-551
-4% -$60.8K 0.02% 423
2024
Q3 		$1.67M Sell
15,056
-9,212
-38% -$1.02M 0.02% 407
2024
Q2 		$2.67M Sell
24,268
-6,036
-20% -$666K 0.04% 262
2024
Q1 		$3.35M Sell
30,304
-83,199
-73% -$9.18M 0.09% 128
2023
Q4 		$12.5M Buy
113,503
+57,914
+104% +$6.38M 0.34% 59
2023
Q3 		$6.14M Buy
55,589
+30,518
+122% +$3.36M 0.22% 68
2023
Q2 		$2.77M Buy
25,071
+3,766
+18% +$415K 0.09% 118
2023
Q1 		$2.35M Buy
+21,305
New +$2.35M 0.08% 136
2022
Q4 		– Sell
-2,811
Closed -$309K – 241
2022
Q3 		$309K Buy
2,811
+4
+0.1% +$440 0.02% 160
2022
Q2 		$309K Buy
+2,807
New +$309K 0.02% 166
2020
Q1 		– Sell
-1,811
Closed -$200K – 196
2019
Q4 		$200K Buy
+1,811
New +$200K 0.02% 193
2016
Q4 		– Sell
-2,721
Closed -$300K – 272
2016
Q3 		$300K Hold
2,721
– – 0.05% 170
2016
Q2 		$301K Hold
2,721
– – 0.06% 151
2016
Q1 		$300K Buy
+2,721
New +$300K 0.06% 147

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

Choreo LLC's SHV Position: Q1 2026 in Review

Choreo LLC reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.8% in Q1 2026, selling an estimated $34.2K and leaving 10,657 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #555.

Choreo LLC first reported a position in SHV in Q1 2016 and has held it in 19 quarters since. The position peaked at $12.5M in Q4 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Choreo LLC held 10,657 shares of iShares 0-1 Year Treasury Bond ETF worth $1.18M as of Q1 2026.
  • Choreo LLC sold 310 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $34.2K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #555 holding.
  • Choreo LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2016 and has held it in 19 quarters since.
  • Choreo LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $12.5M in Q4 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.