Corient Private Wealth
SHV icon

Corient Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Corient Private Wealth’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 		$4.44M Sell
40,241
-4,478
-10% -$494K 0.01% 955
2026
Q1 		$4.92M Buy
44,719
+6,880
+18% +$759K 0.01% 850
2025
Q4 		$4.17M Buy
37,839
+9,342
+33% +$1.03M 0.01% 833
2025
Q3 		$3.15M Buy
28,497
+14,571
+105% +$1.61M 0.01% 878
2025
Q2 		$1.54M Sell
13,926
-77,478
-85% -$8.54M ﹤0.01% 1159
2025
Q1 		$10.1M Sell
91,404
-39,587
-30% -$4.37M 0.02% 513
2024
Q4 		$1.79M Sell
130,991
-130,237
-50% -$14.4M ﹤0.01% 1045
2024
Q3 		$28.9M Buy
261,228
+190,053
+267% +$21M 0.05% 348
2024
Q2 		$7.86M Buy
71,175
+4,315
+6% +$476K 0.01% 580
2024
Q1 		$7.39M Sell
66,860
-215
-0.3% -$23.7K 0.01% 600
2023
Q4 		$7.39M Sell
67,075
-7,187
-10% -$792K 0.01% 597
2023
Q3 		$8.2M Buy
74,262
+9,785
+15% +$1.08M 0.02% 522
2023
Q2 		$7.12M Sell
64,477
-12,349
-16% -$1.36M 0.02% 535
2023
Q1 		$8.49M Buy
76,826
+15,253
+25% +$1.68M 0.02% 456
2022
Q4 		$6.77M Buy
+61,573
New +$6.77M 0.02% 429

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Corient Private Wealth's SHV Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 10% in Q2 2026, selling an estimated $494K and leaving 40,241 shares worth $4.44M. The position accounts for 0.01% of the portfolio, ranked #955.

Corient Private Wealth first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.9M in Q3 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Corient Private Wealth held 40,241 shares of iShares 0-1 Year Treasury Bond ETF worth $4.44M as of Q2 2026.
  • Corient Private Wealth sold 4,478 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $494K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #955 holding.
  • Corient Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $28.9M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.