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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clark Capital Management Group's SHV Position: Q1 2026 in Review

Clark Capital Management Group opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 23,758 shares worth $2.62M. The stake represents 0.02% of the portfolio and ranks #259 among its holdings. This is a return to the name: Clark Capital Management Group previously reported a position in SHV as recently as Q1 2023.

Clark Capital Management Group first reported a position in SHV in Q4 2018 and has held it in 7 quarters since. The position peaked at $597M in Q2 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Clark Capital Management Group held 23,758 shares of iShares 0-1 Year Treasury Bond ETF worth $2.62M as of Q1 2026.
iShares 0-1 Year Treasury Bond ETF was a new Clark Capital Management Group position in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Clark Capital Management Group's portfolio in Q1 2026, its #259 holding.
Clark Capital Management Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 7 quarters since.
Clark Capital Management Group's iShares 0-1 Year Treasury Bond ETF position peaked at $597M in Q2 2022.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.