Gotham Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Gotham Asset Management’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	$722K	Hold	6,539	–	–	﹤0.01%	1402
2025 Q4	$720K	Hold	6,539	–	–	﹤0.01%	1346
2025 Q3	$722K	Buy	6,539 +3,631	+125%	+$400K	﹤0.01%	1294
2025 Q2	$321K	Hold	2,908	–	–	﹤0.01%	1442
2025 Q1	$321K	Hold	2,908	–	–	﹤0.01%	1344
2024 Q4	$320K	Hold	2,908	–	–	﹤0.01%	1243
2024 Q3	$322K	Hold	2,908	–	–	﹤0.01%	1207
2024 Q2	$321K	Buy	+2,908	New	+$321K	﹤0.01%	1209

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gotham Asset Management's SHV Position: Q1 2026 in Review

Gotham Asset Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 6,539 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Gotham Asset Management first reported a position in SHV in Q2 2024 and has held it in 8 quarters since. The position peaked at $722K in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Gotham Asset Management held 6,539 shares of iShares 0-1 Year Treasury Bond ETF worth $722K as of Q1 2026.
Gotham Asset Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1402 holding.
Gotham Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Gotham Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $722K in Q3 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.