Greenleaf Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Greenleaf Trust’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	$7.43M	Sell	67,324 -219	-0.3%	-$24.1K	0.07%	86
2026 Q1	$7.46M	Buy	+67,543	New	+$7.45M	0.07%	76
2025 Q2	–	Sell	-9,471	Closed	-$1.05M	–	839
2025 Q1	$1.05M	Hold	9,471	–	–	0.01%	313
2024 Q4	$1.04M	Sell	9,471 -1,000	-10%	-$110K	0.01%	315
2024 Q3	$1.16M	Buy	10,471 +589	+6%	+$65K	0.01%	300
2024 Q2	$1.09M	Hold	9,882	–	–	0.01%	287
2024 Q1	$1.09M	Sell	9,882 -892	-8%	-$98.4K	0.01%	285
2023 Q4	$1.19M	Buy	10,774 +892	+9%	+$98.3K	0.01%	264
2023 Q3	$1.09M	Sell	9,882 -30,223	-75%	-$3.33M	0.01%	257
2023 Q2	$4.43M	Sell	40,105 -165,320	-80%	-$18.2M	0.05%	94
2023 Q1	$22.7M	Sell	205,425 -29,003	-12%	-$3.19M	0.26%	26
2022 Q4	$25.8M	Buy	+234,428	New	+$25.8M	0.33%	20

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Greenleaf Trust's SHV Position: Q2 2026 in Review

Greenleaf Trust reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.32% in Q2 2026, selling an estimated $24.1K and leaving 67,324 shares worth $7.43M. The position accounts for 0.07% of the portfolio, ranked #86.

Greenleaf Trust first reported a position in SHV in Q4 2022 and has held it in 12 quarters since. The position peaked at $25.8M in Q4 2022. 301 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Greenleaf Trust held 67,324 shares of iShares 0-1 Year Treasury Bond ETF worth $7.43M as of Q2 2026.
Greenleaf Trust sold 219 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $24.1K.
iShares 0-1 Year Treasury Bond ETF made up 0.07% of Greenleaf Trust's portfolio in Q2 2026, its #86 holding.
Greenleaf Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
Greenleaf Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $25.8M in Q4 2022.
301 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.