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SHV icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greenspring Advisors's SHV Position: Q1 2026 in Review

Greenspring Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.7% in Q1 2026, selling an estimated $68.6K and leaving 37,060 shares worth $4.09M. The position accounts for 0.25% of the portfolio, ranked #56.

Greenspring Advisors first reported a position in SHV in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.15M in Q4 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Greenspring Advisors held 37,060 shares of iShares 0-1 Year Treasury Bond ETF worth $4.09M as of Q1 2026.
  • Greenspring Advisors sold 622 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $68.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.25% of Greenspring Advisors's portfolio in Q1 2026, its #56 holding.
  • Greenspring Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Greenspring Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $4.15M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.