FM
SHV icon

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

Family 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
Q2 		$29.7M Sell
269,055
-40,962
-13% -$4.52M 3.05% 10
2026
Q1 		$34.2M Buy
310,017
+9,158
+3% +$1.01M 4.1% 4
2025
Q4 		$33.1M Sell
300,859
-31,360
-9% -$3.46M 4.19% 2
2025
Q3 		$36.7M Sell
332,219
-7,231
-2% -$798K 5.05% 2
2025
Q2 		$37.5M Buy
339,450
+15,695
+5% +$1.73M 5.61% 2
2025
Q1 		$35.8M Sell
323,755
-47,161
-13% -$5.2M 5.84% 2
2024
Q4 		$40.4M Sell
370,916
-16,133
-4% -$1.78M 6.5% 2
2024
Q3 		$42.8M Sell
387,049
-13,335
-3% -$1.47M 7.07% 2
2024
Q2 		$44.2M Sell
400,384
-9,723
-2% -$1.07M 7.77% 2
2024
Q1 		$45.3M Sell
410,107
-60,850
-13% -$6.71M 8.34% 2
2023
Q4 		$51.9M Sell
470,957
-75,529
-14% -$8.33M 10.77% 1
2023
Q3 		$60.4M Sell
546,486
-96,439
-15% -$10.6M 13.71% 1
2023
Q2 		$71M Buy
642,925
+56,531
+10% +$6.23M 15.55% 1
2023
Q1 		$64.8M Buy
586,394
+77,241
+15% +$8.51M 14.92% 1
2022
Q4 		$56M Buy
509,153
+44,249
+10% +$4.86M 13.64% 1
2022
Q3 		$51.1M Buy
464,904
+240,685
+107% +$26.5M 13.16% 1
2022
Q2 		$24.7M Buy
+224,219
New +$24.7M 6.65% 1
2020
Q3 		– Sell
-12,147
Closed -$1.34M – 160
2020
Q2 		$1.34M Buy
12,147
+2,086
+21% +$231K 0.55% 44
2020
Q1 		$1.12M Sell
10,061
-10,202
-50% -$1.13M 0.56% 48
2019
Q4 		$2.24M Sell
20,263
-62,936
-76% -$6.96M 0.77% 40
2019
Q3 		$9.2M Buy
83,199
+20,362
+32% +$2.25M 3.43% 6
2019
Q2 		$6.95M Sell
62,837
-35,587
-36% -$3.93M 2.73% 6
2019
Q1 		$10.9M Sell
98,424
-57,751
-37% -$6.38M 4.69% 2
2018
Q4 		$17.2M Buy
+156,175
New +$17.2M 7.22% 2

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

Family Management's SHV Position: Q2 2026 in Review

Family Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q2 2026, selling an estimated $4.52M and leaving 269,055 shares worth $29.7M. The position accounts for 3.05% of the portfolio, ranked #10.

Family Management first reported a position in SHV in Q4 2018 and has held it in 24 quarters since. The position peaked at $71M in Q2 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Family Management held 269,055 shares of iShares 0-1 Year Treasury Bond ETF worth $29.7M as of Q2 2026.
  • Family Management sold 40,962 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.52M.
  • iShares 0-1 Year Treasury Bond ETF made up 3.05% of Family Management's portfolio in Q2 2026, its #10 holding.
  • Family Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • Family Management's iShares 0-1 Year Treasury Bond ETF position peaked at $71M in Q2 2023.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.