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SHV icon

Cynosure Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cynosure 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 		$60.3M Sell
546,422
-12,007
-2% -$1.32M 7.54% 3
2025
Q4 		$61.5M Sell
558,429
-453
-0.1% -$50K 6.26% 3
2025
Q3 		$61.8M Sell
558,882
-960
-0.2% -$106K 6.71% 3
2025
Q2 		$61.8M Hold
559,842
– – 7% 2
2025
Q1 		$61.8M Hold
559,842
– – 8.52% 2
2024
Q4 		$61.6M Sell
559,842
-907
-0.2% -$100K 9.21% 1
2024
Q3 		$62M Buy
560,749
+17,145
+3% +$1.89M 9.04% 1
2024
Q2 		$60.1M Sell
543,604
-11,111
-2% -$1.23M 9.64% 1
2024
Q1 		$61.3M Sell
554,715
-37,680
-6% -$4.16M 11.01% 1
2023
Q4 		$65.1M Buy
592,395
+508,923
+610% +$56.1M 11.7% 1
2023
Q3 		$9.22M Sell
83,472
-445
-0.5% -$49.1K 2.83% 8
2023
Q2 		$9.27M Buy
+83,917
New +$9.25M 2.79% 8

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

Cynosure Group's SHV Position: Q1 2026 in Review

Cynosure Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.2% in Q1 2026, selling an estimated $1.32M and leaving 546,422 shares worth $60.3M. The position accounts for 7.54% of the portfolio, ranked #3.

Cynosure Group first reported a position in SHV in Q2 2023 and has held it in 12 quarters since. The position peaked at $65.1M in Q4 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Cynosure Group held 546,422 shares of iShares 0-1 Year Treasury Bond ETF worth $60.3M as of Q1 2026.
  • Cynosure Group sold 12,007 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.32M.
  • iShares 0-1 Year Treasury Bond ETF made up 7.54% of Cynosure Group's portfolio in Q1 2026, its #3 holding.
  • Cynosure Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Cynosure Group's iShares 0-1 Year Treasury Bond ETF position peaked at $65.1M in Q4 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.