Clark Capital Management Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Clark Capital Management Group’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	–	Sell	-23,758	Closed	-$2.62M	–	582
2026 Q1	$2.62M	Buy	+23,758	New	+$2.62M	0.02%	259
2023 Q2	–	Sell	-25,089	Closed	-$2.77M	–	365
2023 Q1	$2.77M	Buy	25,089 +17,765	+243%	+$1.96M	0.03%	194
2022 Q4	$805K	Sell	7,324 -5,381,917	-100%	-$592M	0.01%	266
2022 Q3	$593M	Sell	5,389,241 -32,173	-0.6%	-$3.54M	7.77%	2
2022 Q2	$597M	Buy	5,421,414 +2,343,605	+76%	+$258M	7.83%	2
2022 Q1	$339M	Buy	+3,077,809	New	+$340M	3.8%	4
2019 Q1	–	Sell	-1,248,052	Closed	-$138M	–	321
2018 Q4	$138M	Buy	+1,248,052	New	+$138M	3.7%	2

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

Clark Capital Management Group's SHV Position: Q2 2026 in Review

Clark Capital Management Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 23,758 shares — an estimated $2.62M sold.

Clark Capital Management Group first reported a position in SHV in Q4 2018 and held it in 7 quarters. The position peaked at $597M in Q2 2022. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Clark Capital Management Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Clark Capital Management Group sold 23,758 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.62M.
Clark Capital Management Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 7 quarters.
Clark Capital Management Group's iShares 0-1 Year Treasury Bond ETF position peaked at $597M in Q2 2022.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.