Gallagher Fiduciary Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Gallagher Fiduciary 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 Q2	$480K	Buy	4,346 +4,302	+9,777%	+$474K	0.02%	200
2026 Q1	$4.84K	Sell	44 -4,301	-99%	-$474K	﹤0.01%	339
2025 Q4	$479K	Hold	4,345	–	–	0.02%	192
2025 Q3	$480K	Buy	4,345 +4,295	+8,590%	+$474K	0.02%	165
2025 Q2	$5.57K	Sell	50 -4,394	-99%	-$484K	﹤0.01%	327
2025 Q1	$491K	Buy	+4,444	New	+$490K	0.02%	155
2024 Q2	–	Sell	-54,981	Closed	-$6.08M	–	277
2024 Q1	$6.08M	Sell	54,981 -625	-1%	-$69K	0.22%	23
2023 Q4	$6.12M	Buy	55,606 +620	+1%	+$68.3K	0.21%	22
2023 Q3	$6.07M	Buy	54,986 +39,191	+248%	+$4.32M	0.53%	20
2023 Q2	$1.75M	Buy	15,795 +1,035	+7%	+$114K	0.13%	42
2023 Q1	$1.63M	Buy	+14,760	New	+$1.63M	0.13%	42

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Gallagher Fiduciary Advisors's SHV Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9,777% in Q2 2026, buying an estimated $474K and bringing the position to 4,346 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #200.

Gallagher Fiduciary Advisors first reported a position in SHV in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.12M in Q4 2023. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Gallagher Fiduciary Advisors held 4,346 shares of iShares 0-1 Year Treasury Bond ETF worth $480K as of Q2 2026.
Gallagher Fiduciary Advisors bought 4,302 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $474K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #200 holding.
Gallagher Fiduciary Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
Gallagher Fiduciary Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $6.12M in Q4 2023.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.