GRP
SHV icon

Global Retirement Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Global Retirement Partners’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 		$42.6M Buy
+386,432
New +$42.6M 0.65% 23
2025
Q4 		$53.4M Buy
484,488
+85,600
+21% +$9.44M 0.95% 12
2025
Q3 		$44.1M Buy
398,888
+83,769
+27% +$9.24M 0.99% 13
2025
Q2 		$34.8M Buy
+315,119
New +$34.7M 0.86% 15
2024
Q4 		$34.2M Sell
310,465
-12,212
-4% -$1.35M 0.98% 13
2024
Q3 		$35.7M Buy
322,677
+16,078
+5% +$1.77M 1.08% 11
2024
Q2 		$33.9M Buy
306,599
+18,562
+6% +$2.05M 1.06% 13
2024
Q1 		$31.8M Sell
288,037
-2,366
-0.8% -$261K 1.19% 12
2023
Q4 		$32M Sell
290,403
-39,775
-12% -$4.38M 1.34% 9
2023
Q3 		$36.3M Sell
330,178
-9,249
-3% -$1.02M 1.83% 6
2023
Q2 		$37.5M Buy
339,427
+8,391
+3% +$925K 1.83% 5
2023
Q1 		$36.4M Buy
331,036
+325,199
+5,571% +$35.8M 1.94% 5
2022
Q4 		$642K Buy
5,837
+3,428
+142% +$377K 0.04% 336
2022
Q3 		$265K Buy
2,409
+1,435
+147% +$158K 0.02% 493
2022
Q2 		$107K Buy
974
+548
+129% +$60.4K 0.01% 718
2022
Q1 		$47K Buy
+426
New +$47K ﹤0.01% 1010
2020
Q2 		– Sell
-203
Closed -$23K – 1713
2020
Q1 		$23K Sell
203
-2,389
-92% -$264K ﹤0.01% 762
2019
Q4 		$286K Sell
2,592
-923
-26% -$102K 0.04% 315
2019
Q3 		$389K Buy
3,515
+626
+22% +$69.2K 0.06% 252
2019
Q2 		$320K Buy
2,889
+2,834
+5,153% +$313K 0.06% 256
2019
Q1 		$6K Sell
55
-21,344
-100% -$2.36M ﹤0.01% 1208
2018
Q4 		$2.36M Buy
+21,399
New +$2.36M 0.6% 37
2018
Q1 		– Sell
-47
Closed -$5K – 1529
2017
Q4 		$5K Buy
47
+18
+62% +$1.99K ﹤0.01% 1120
2017
Q3 		$3K Hold
29
– – ﹤0.01% 1098
2017
Q2 		$3K Sell
29
-12
-29% -$1.32K ﹤0.01% 1034
2017
Q1 		$5K Hold
41
– – ﹤0.01% 919
2016
Q4 		$5K Buy
+41
New +$4.53K ﹤0.01% 857

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

Global Retirement Partners's SHV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 386,432 shares worth $42.6M. The stake represents 0.65% of the portfolio and ranks #23 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SHV as recently as Q4 2025.

Global Retirement Partners first reported a position in SHV in Q4 2016 and has held it in 27 quarters since. The position peaked at $53.4M in Q4 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Global Retirement Partners held 386,432 shares of iShares 0-1 Year Treasury Bond ETF worth $42.6M as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.65% of Global Retirement Partners's portfolio in Q2 2026, its #23 holding.
  • Global Retirement Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 27 quarters since.
  • Global Retirement Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $53.4M in Q4 2025.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.