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Excalibur Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Excalibur Management’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 		$286K Buy
2,592
+432
+20% +$47.6K 0.1% 136
2025
Q4 		$238K Buy
+2,160
New +$238K 0.09% 148
2020
Q3 		– Sell
-17,327
Closed -$1.92M – 145
2020
Q2 		$1.92M Buy
17,327
+13,682
+375% +$1.52M 1.28% 21
2020
Q1 		$405K Sell
3,645
-355
-9% -$39.3K 0.31% 63
2019
Q4 		$442K Buy
+4,000
New +$442K 0.29% 67

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

Excalibur Management's SHV Position: Q1 2026 in Review

Excalibur Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 20% in Q1 2026, buying an estimated $47.6K and bringing the position to 2,592 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #136.

Excalibur Management first reported a position in SHV in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.92M in Q2 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Excalibur Management held 2,592 shares of iShares 0-1 Year Treasury Bond ETF worth $286K as of Q1 2026.
  • Excalibur Management bought 432 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $47.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.1% of Excalibur Management's portfolio in Q1 2026, its #136 holding.
  • Excalibur Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 5 quarters since.
  • Excalibur Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.92M in Q2 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.