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

Greenspring 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 		$4.19M Buy
38,012
+952
+3% +$105K 0.23% 60
2026
Q1 		$4.09M Sell
37,060
-622
-2% -$68.6K 0.25% 56
2025
Q4 		$4.15M Buy
37,682
+20,759
+123% +$2.29M 0.25% 51
2025
Q3 		$1.87M Buy
+16,923
New +$1.87M 0.33% 22
2025
Q1 		$1.92M Buy
17,355
+1,509
+10% +$166K 0.45% 18
2024
Q4 		$1.74M Buy
15,846
+368
+2% +$40.6K 0.38% 18
2024
Q3 		$1.71M Buy
15,478
+2,490
+19% +$275K 0.37% 20
2024
Q2 		$1.44M Sell
12,988
-2,100
-14% -$232K 0.35% 20
2024
Q1 		$1.67M Sell
15,088
-226
-1% -$24.9K 0.42% 19
2023
Q4 		$1.69M Buy
15,314
+3,079
+25% +$339K 0.46% 18
2023
Q3 		$1.35M Buy
12,235
+4,347
+55% +$479K 0.43% 19
2023
Q2 		$871K Sell
7,888
-18,355
-70% -$2.02M 0.27% 27
2023
Q1 		$2.9M Buy
26,243
+2,487
+10% +$274K 0.63% 20
2022
Q4 		$2.61M Sell
23,756
-2,102
-8% -$231K 0.69% 19
2022
Q3 		$2.84M Buy
25,858
+318
+1% +$35K 0.88% 13
2022
Q2 		$2.81M Buy
25,540
+18,802
+279% +$2.07M 0.83% 13
2022
Q1 		$743K Buy
6,738
+2,479
+58% +$273K 0.2% 46
2021
Q4 		$470K Buy
+4,259
New +$470K 0.12% 60

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

Greenspring Advisors's SHV Position: Q2 2026 in Review

Greenspring Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.6% in Q2 2026, buying an estimated $105K and bringing the position to 38,012 shares worth $4.19M. The position accounts for 0.23% of the portfolio, ranked #60.

Greenspring Advisors first reported a position in SHV in Q4 2021 and has held it in 18 quarters since. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Greenspring Advisors held 38,012 shares of iShares 0-1 Year Treasury Bond ETF worth $4.19M as of Q2 2026.
  • Greenspring Advisors bought 952 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $105K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.23% of Greenspring Advisors's portfolio in Q2 2026, its #60 holding.
  • Greenspring Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.