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 Q3	$7.1M	Sell	64,395 -2,929	-4%	-$323K	0.07%	83
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Greenleaf Trust's SHV Position: Q3 2026 in Review

Greenleaf Trust reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.4% in Q3 2026, selling an estimated $323K and leaving 64,395 shares worth $7.1M. The position accounts for 0.07% of the portfolio, ranked #83.

Greenleaf Trust first reported a position in SHV in Q4 2022 and has held it in 13 quarters since. The position peaked at $25.8M in Q4 2022. 522 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Greenleaf Trust held 64,395 shares of iShares 0-1 Year Treasury Bond ETF worth $7.1M as of Q3 2026.
Greenleaf Trust sold 2,929 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $323K.
iShares 0-1 Year Treasury Bond ETF made up 0.07% of Greenleaf Trust's portfolio in Q3 2026, its #83 holding.
Greenleaf Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Greenleaf Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $25.8M in Q4 2022.
522 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Greenleaf Trust's 13F filing for Q3 2026, filed 29 Oct 2026.