EH
SHV icon

Equitable Holdings’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Equitable Holdings’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 		$13M Sell
118,070
-20,225
-15% -$2.23M 0.08% 235
2026
Q1 		$15.2M Buy
138,295
+79,474
+135% +$8.76M 0.1% 193
2025
Q4 		$6.48M Buy
58,821
+14,065
+31% +$1.55M 0.04% 314
2025
Q3 		$4.95M Buy
44,756
+17,711
+65% +$1.95M 0.04% 355
2025
Q2 		$2.99M Buy
27,045
+5,342
+25% +$589K 0.02% 457
2025
Q1 		$2.4M Sell
21,703
-6,203
-22% -$684K 0.02% 461
2024
Q4 		$3.07M Buy
27,906
+15,498
+125% +$1.71M 0.03% 377
2024
Q3 		$1.37M Buy
12,408
+35
+0.3% +$3.86K 0.01% 593
2024
Q2 		$1.37M Buy
12,373
+7,400
+149% +$816K 0.01% 573
2024
Q1 		$550K Buy
4,973
+1,075
+28% +$119K 0.01% 776
2023
Q4 		$429K Buy
3,898
+826
+27% +$91.1K 0.01% 818
2023
Q3 		$339K Sell
3,072
-4,590
-60% -$506K ﹤0.01% 834
2023
Q2 		$846K Buy
7,662
+458
+6% +$50.5K 0.01% 556
2023
Q1 		$796K Sell
7,204
-9,316
-56% -$1.03M 0.01% 532
2022
Q4 		$1.82M Buy
16,520
+9,481
+135% +$1.04M 0.03% 322
2022
Q3 		$774K Sell
7,039
-80
-1% -$8.8K 0.02% 451
2022
Q2 		$784K Buy
+7,119
New +$784K 0.02% 459
2020
Q3 		– Sell
-18,451
Closed -$2.04M – 658
2020
Q2 		$2.04M Buy
18,451
+1,182
+7% +$131K 0.06% 199
2020
Q1 		$1.92M Buy
+17,269
New +$1.91M 0.07% 174

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

Equitable Holdings's SHV Position: Q2 2026 in Review

Equitable Holdings reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 15% in Q2 2026, selling an estimated $2.23M and leaving 118,070 shares worth $13M. The position accounts for 0.08% of the portfolio, ranked #235.

Equitable Holdings first reported a position in SHV in Q1 2020 and has held it in 19 quarters since. The position peaked at $15.2M in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Equitable Holdings held 118,070 shares of iShares 0-1 Year Treasury Bond ETF worth $13M as of Q2 2026.
  • Equitable Holdings sold 20,225 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.23M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Equitable Holdings's portfolio in Q2 2026, its #235 holding.
  • Equitable Holdings first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • Equitable Holdings's iShares 0-1 Year Treasury Bond ETF position peaked at $15.2M in Q1 2026.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.