Flagship Harbor Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Flagship Harbor Advisors’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	–	Sell	-638	Closed	-$70.3K	–	1935
2025 Q4	$70.3K	Buy	+638	New	+$70.3K	﹤0.01%	969
2020 Q3	–	Sell	-1,068	Closed	-$118K	–	2136
2020 Q2	$118K	Buy	1,068 +968	+968%	+$107K	0.02%	610
2020 Q1	$11K	Hold	100	–	–	﹤0.01%	1208
2019 Q4	$11K	Hold	100	–	–	﹤0.01%	1314
2019 Q3	$11K	Buy	+100	New	+$11.1K	﹤0.01%	1269
2018 Q4	–	Sell	-193	Closed	-$21K	–	2067
2018 Q3	$21K	Hold	193	–	–	﹤0.01%	1105
2018 Q2	$21K	Buy	+193	New	+$21.3K	﹤0.01%	1082

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Flagship Harbor Advisors's SHV Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 638 shares — an estimated $70.3K sold.

Flagship Harbor Advisors first reported a position in SHV in Q2 2018 and held it in 7 quarters. The position peaked at $118K in Q2 2020. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 638 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $70.3K.
Flagship Harbor Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 7 quarters.
Flagship Harbor Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $118K in Q2 2020.
739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.