EGA
SHV icon

Eagle Global Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Eagle Global 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
Q2 		$1.01M Buy
9,149
+380
+4% +$41.9K 0.03% 170
2026
Q1 		$968K Buy
8,769
+350
+4% +$38.6K 0.03% 167
2025
Q4 		$927K Sell
8,419
-6,565
-44% -$724K 0.03% 177
2025
Q3 		$1.66M Buy
14,984
+4,385
+41% +$484K 0.06% 143
2025
Q2 		$1.17M Sell
10,599
-270
-2% -$29.8K 0.05% 154
2025
Q1 		$1.2M Sell
10,869
-7,460
-41% -$823K 0.05% 158
2024
Q4 		$2.02M Sell
18,329
-8,100
-31% -$893K 0.08% 129
2024
Q3 		$2.92M Buy
26,429
+1,185
+5% +$131K 0.15% 103
2024
Q2 		$2.79M Buy
25,244
+4,030
+19% +$444K 0.15% 99
2024
Q1 		$2.34M Sell
21,214
-300
-1% -$33.1K 0.13% 103
2023
Q4 		$2.37M Buy
21,514
+2,360
+12% +$260K 0.14% 111
2023
Q3 		$2.12M Buy
19,154
+70
+0.4% +$7.72K 0.14% 109
2023
Q2 		$2.11M Sell
19,084
-261
-1% -$28.8K 0.14% 108
2023
Q1 		$2.14M Buy
19,345
+450
+2% +$49.6K 0.14% 105
2022
Q4 		$2.08M Buy
18,895
+3,945
+26% +$434K 0.14% 107
2022
Q3 		$1.64M Buy
+14,950
New +$1.64M 0.12% 116

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Eagle Global Advisors's SHV Position: Q2 2026 in Review

Eagle Global Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.3% in Q2 2026, buying an estimated $41.9K and bringing the position to 9,149 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #170.

Eagle Global Advisors first reported a position in SHV in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.92M in Q3 2024. 469 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Eagle Global Advisors held 9,149 shares of iShares 0-1 Year Treasury Bond ETF worth $1.01M as of Q2 2026.
  • Eagle Global Advisors bought 380 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $41.9K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Eagle Global Advisors's portfolio in Q2 2026, its #170 holding.
  • Eagle Global Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Eagle Global Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.92M in Q3 2024.
  • 469 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.