Bank of Ann Arbor’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bank of Ann Arbor’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 Q3	$5.13M	Buy	+46,480	New	+$5.12M	0.73%	36

Other funds holding SHV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Ann Arbor's SHV Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026: 46,480 shares worth $5.13M. The stake represents 0.73% of the portfolio and ranks #36 among its holdings.

678 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Bank of Ann Arbor held 46,480 shares of iShares 0-1 Year Treasury Bond ETF worth $5.13M as of Q3 2026.
iShares 0-1 Year Treasury Bond ETF was a new Bank of Ann Arbor position in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.73% of Bank of Ann Arbor's portfolio in Q3 2026, its #36 holding.
678 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.