Crews Bank & Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Crews Bank & Trust’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	$1.17M	Sell	10,571 -907	-8%	-$100K	0.15%	83
2026 Q1	$1.27M	Sell	11,478 -590	-5%	-$65.1K	0.18%	80
2025 Q4	$1.33M	Buy	12,068 +1,170	+11%	+$129K	0.19%	76
2025 Q3	$1.2M	Sell	10,898 -170	-2%	-$18.7K	0.18%	82
2025 Q2	$1.22M	Buy	11,068 +35	+0.3%	+$3.86K	0.19%	79
2025 Q1	$1.22M	Sell	11,033 -908	-8%	-$100K	0.21%	78
2024 Q4	$1.31M	Buy	+11,941	New	+$1.32M	0.22%	75

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

Crews Bank & Trust's SHV Position: Q2 2026 in Review

Crews Bank & Trust reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.9% in Q2 2026, selling an estimated $100K and leaving 10,571 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #83.

Crews Bank & Trust first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Crews Bank & Trust held 10,571 shares of iShares 0-1 Year Treasury Bond ETF worth $1.17M as of Q2 2026.
Crews Bank & Trust sold 907 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $100K.
iShares 0-1 Year Treasury Bond ETF made up 0.15% of Crews Bank & Trust's portfolio in Q2 2026, its #83 holding.
Crews Bank & Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $1.33M in Q4 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.