HI
SHV icon

Harbour Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Harbour Investments’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 		$50.4K Buy
456
+7
+2% +$772 ﹤0.01% 2337
2025
Q4 		$49.4K Sell
449
-58
-11% -$6.39K ﹤0.01% 1972
2025
Q3 		$56K Sell
507
-1
-0.2% -$110 ﹤0.01% 1854
2025
Q2 		$56.1K Sell
508
-17
-3% -$1.87K ﹤0.01% 1752
2025
Q1 		$58K Sell
525
-581
-53% -$64.1K ﹤0.01% 1689
2024
Q4 		$122K Buy
1,106
+338
+44% +$37.3K ﹤0.01% 1275
2024
Q3 		$85K Buy
768
+93
+14% +$10.3K ﹤0.01% 1408
2024
Q2 		$74.6K Sell
675
-68
-9% -$7.5K ﹤0.01% 1369
2024
Q1 		$82.2K Buy
743
+18
+2% +$1.99K ﹤0.01% 1297
2023
Q4 		$79.8K Buy
725
+150
+26% +$16.5K ﹤0.01% 1233
2023
Q3 		$63.6K Sell
575
-15
-3% -$1.65K ﹤0.01% 1238
2023
Q2 		$65.1K Buy
590
+153
+35% +$16.9K ﹤0.01% 1242
2023
Q1 		$48.3K Buy
437
+59
+16% +$6.5K ﹤0.01% 1377
2022
Q4 		$41.6K Sell
378
-5,648
-94% -$621K ﹤0.01% 1372
2022
Q3 		$663K Hold
6,026
– – 0.04% 365
2022
Q2 		$663K Buy
+6,026
New +$664K 0.04% 365
2021
Q4 		$23K Sell
212
-18
-8% -$1.99K ﹤0.01% 1614
2021
Q3 		$25K Sell
230
-63
-22% -$6.96K ﹤0.01% 2179
2021
Q2 		$32K Sell
293
-27
-8% -$2.98K ﹤0.01% 2063
2021
Q1 		$35K Buy
+320
New +$35.4K ﹤0.01% 1884

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

Harbour Investments's SHV Position: Q1 2026 in Review

Harbour Investments increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.6% in Q1 2026, buying an estimated $772 and bringing the position to 456 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Harbour Investments first reported a position in SHV in Q1 2021 and has held it in 20 quarters since. The position peaked at $663K in Q3 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Harbour Investments held 456 shares of iShares 0-1 Year Treasury Bond ETF worth $50.4K as of Q1 2026.
  • Harbour Investments bought 7 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $772.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2337 holding.
  • Harbour Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $663K in Q3 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.