Fidelity Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$107K Sell
970
-1,676
-63% -$185K ﹤0.01% 3763
2025
Q4
$291K Sell
2,646
-11,047
-81% -$1.22M ﹤0.01% 3283
2025
Q3
$1.51M Sell
13,693
-205
-1% -$22.6K ﹤0.01% 2649
2025
Q2
$1.53M Sell
13,898
-1,467,407
-99% -$162M ﹤0.01% 2577
2025
Q1
$164M Sell
1,481,305
-3,736,219
-72% -$412M 0.01% 888
2024
Q4
$575M Buy
5,217,524
+3,147,534
+152% +$347M 0.03% 427
2024
Q3
$229M Buy
2,069,990
+1,596,924
+338% +$176M 0.01% 781
2024
Q2
$52.3M Buy
473,066
+139,601
+42% +$15.4M ﹤0.01% 1297
2024
Q1
$36.9M Sell
333,465
-387,206
-54% -$42.7M ﹤0.01% 1434
2023
Q4
$79.4M Sell
720,671
-719,348
-50% -$79.3M 0.01% 1100
2023
Q3
$159M Sell
1,440,019
-68,389
-5% -$7.54M 0.01% 791
2023
Q2
$167M Buy
1,508,408
+864,362
+134% +$95.3M 0.01% 791
2023
Q1
$71.2M Sell
644,046
-185,972
-22% -$20.5M 0.01% 1110
2022
Q4
$91.2M Buy
830,018
+96,010
+13% +$10.6M 0.01% 1006
2022
Q3
$80.7M Buy
734,008
+42,419
+6% +$4.67M 0.01% 1037
2022
Q2
$76.1M Sell
691,589
-2,454,607
-78% -$270M 0.01% 1075
2022
Q1
$347M Buy
3,146,196
+984,298
+46% +$109M 0.03% 565
2021
Q4
$239M Buy
2,161,898
+1,041,436
+93% +$115M 0.02% 737
2021
Q3
$124M Sell
1,120,462
-108,265
-9% -$12M 0.01% 1008
2021
Q2
$136M Buy
1,228,727
+65
+0% +$7.18K 0.01% 997
2021
Q1
$136M Buy
1,228,662
+20,958
+2% +$2.32M 0.01% 951
2020
Q4
$133M Buy
1,207,704
+1,012,956
+520% +$112M 0.01% 910
2020
Q3
$21.6M Buy
194,748
+374
+0.2% +$41.4K ﹤0.01% 1530
2020
Q2
$21.5M Sell
194,374
-23,683
-11% -$2.62M ﹤0.01% 1520
2020
Q1
$24.2M Sell
218,057
-4,635,826
-96% -$513M ﹤0.01% 1324
2019
Q4
$536M Buy
4,853,883
+605,866
+14% +$67M 0.06% 301
2019
Q3
$470M Buy
4,248,017
+2,300,514
+118% +$254M 0.06% 319
2019
Q2
$215M Buy
1,947,503
+1,947,431
+2,704,765% +$215M 0.03% 618
2019
Q1
$8K Buy
72
+62
+620% +$6.85K ﹤0.01% 3165
2018
Q4
$1K Sell
10
-1,762
-99% -$194K ﹤0.01% 3420
2018
Q3
$196K Sell
1,772
-33,778
-95% -$3.73M ﹤0.01% 2644
2018
Q2
$3.93M Sell
35,550
-27,298
-43% -$3.01M ﹤0.01% 2208
2018
Q1
$6.94M Buy
+62,848
New +$6.93M ﹤0.01% 2066
2017
Q4
Sell
-94,134
Closed -$10.4M 2691
2017
Q3
$10.4M Buy
94,134
+88,634
+1,612% +$9.78M ﹤0.01% 1931
2017
Q2
$607K Buy
5,500
+2,500
+83% +$276K ﹤0.01% 2487
2017
Q1
$331K Sell
3,000
-8,800
-75% -$971K ﹤0.01% 2565
2016
Q4
$1.3M Buy
+11,800
New +$1.3M ﹤0.01% 2440

Other funds holding SHV

Fidelity Investments's SHV Position: Q1 2026 in Review

Fidelity Investments reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 63% in Q1 2026, selling an estimated $185K and leaving 970 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3763.

Fidelity Investments first reported a position in SHV in Q4 2016 and has held it in 37 quarters since. The position peaked at $575M in Q4 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Fidelity Investments held 970 shares of iShares 0-1 Year Treasury Bond ETF worth $107K as of Q1 2026.
  • Fidelity Investments sold 1,676 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $185K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3763 holding.
  • Fidelity Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 37 quarters since.
  • Fidelity Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $575M in Q4 2024.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.