CGA
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Crescent Grove Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Crescent Grove Advisors’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 		$9.21M Sell
83,399
-113,190
-58% -$12.5M 0.89% 31
2025
Q4 		$21.7M Buy
196,589
+18,712
+11% +$2.06M 2.01% 11
2025
Q3 		$19.7M Sell
177,877
-4,683
-3% -$516K 1.87% 12
2025
Q2 		$20.2M Sell
182,560
-67,617
-27% -$7.46M 1.95% 11
2025
Q1 		$27.6M Buy
250,177
+168,054
+205% +$18.5M 2.88% 6
2024
Q4 		$9.04M Buy
82,123
+36,513
+80% +$4.03M 0.9% 27
2024
Q3 		$5.05M Sell
45,610
-34,415
-43% -$3.8M 0.51% 39
2024
Q2 		$8.84M Buy
80,025
+66,974
+513% +$7.39M 0.97% 25
2024
Q1 		$1.44M Sell
13,051
-3,943
-23% -$435K 0.15% 93
2023
Q4 		$1.87M Sell
16,994
-5,676
-25% -$626K 0.21% 71
2023
Q3 		$2.5M Sell
22,670
-34,093
-60% -$3.76M 0.31% 61
2023
Q2 		$6.27M Sell
56,763
-10,446
-16% -$1.15M 0.67% 34
2023
Q1 		$7.43M Buy
67,209
+38,509
+134% +$4.24M 0.86% 25
2022
Q4 		$3.15M Buy
28,700
+22,880
+393% +$2.51M 0.33% 49
2022
Q3 		$640K Sell
5,820
-17,820
-75% -$1.96M 0.07% 134
2022
Q2 		$2.6M Buy
23,640
+17,661
+295% +$1.95M 0.27% 48
2022
Q1 		$659K Hold
5,979
– – 0.06% 156
2021
Q4 		$660K Sell
5,979
-2,140
-26% -$236K 0.06% 147
2021
Q3 		$897K Sell
8,119
-1,540
-16% -$170K 0.1% 110
2021
Q2 		$1.07M Hold
9,659
– – 0.11% 99
2021
Q1 		$1.07M Buy
+9,659
New +$1.07M 0.13% 85

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

Crescent Grove Advisors's SHV Position: Q1 2026 in Review

Crescent Grove Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 58% in Q1 2026, selling an estimated $12.5M and leaving 83,399 shares worth $9.21M. The position accounts for 0.89% of the portfolio, ranked #31.

Crescent Grove Advisors first reported a position in SHV in Q1 2021 and has held it in 21 quarters since. The position peaked at $27.6M in Q1 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Crescent Grove Advisors held 83,399 shares of iShares 0-1 Year Treasury Bond ETF worth $9.21M as of Q1 2026.
  • Crescent Grove Advisors sold 113,190 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $12.5M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.89% of Crescent Grove Advisors's portfolio in Q1 2026, its #31 holding.
  • Crescent Grove Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Crescent Grove Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $27.6M in Q1 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.