HBT
SHV icon

Heartland Bank & Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Heartland Bank & 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
Q1 		$3.64M Buy
32,982
+14,483
+78% +$1.6M 0.82% 26
2025
Q4 		$2.04M Sell
18,499
-465
-2% -$51.3K 0.86% 24
2025
Q3 		$2.1M Buy
18,964
+1,065
+6% +$117K 0.87% 23
2025
Q2 		$1.98M Sell
17,899
-4,919
-22% -$542K 0.93% 22
2025
Q1 		$2.52M Sell
22,818
-19,909
-47% -$2.2M 1.29% 11
2024
Q4 		$4.7M Sell
42,727
-4,004
-9% -$442K 2.56% 9
2024
Q3 		$5.17M Sell
46,731
-4,451
-9% -$491K 2.79% 7
2024
Q2 		$5.66M Buy
51,182
+2,006
+4% +$221K 3.21% 7
2024
Q1 		$5.44M Buy
49,176
+10,262
+26% +$1.13M 3.16% 7
2023
Q4 		$4.29M Buy
38,914
+36,408
+1,453% +$4.01M 2.95% 7
2023
Q3 		$277K Buy
+2,506
New +$276K 0.22% 112
2022
Q1 		– Sell
-17,461
Closed -$1.93M – 138
2021
Q4 		$1.93M Buy
17,461
+304
+2% +$33.6K 1.43% 13
2021
Q3 		$1.9M Sell
17,157
-5,180
-23% -$572K 1.63% 14
2021
Q2 		$2.47M Buy
22,337
+5,437
+32% +$601K 2.27% 9
2021
Q1 		$1.87M Buy
16,900
+7,163
+74% +$792K 1.71% 13
2020
Q4 		$1.08M Buy
+9,737
New +$1.08M 0.96% 28

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 $462M AUM 52.29% 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 $424B AUM 22.94% 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

Heartland Bank & Trust's SHV Position: Q1 2026 in Review

Heartland Bank & Trust increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 78% in Q1 2026, buying an estimated $1.6M and bringing the position to 32,982 shares worth $3.64M. The position accounts for 0.82% of the portfolio, ranked #26.

Heartland Bank & Trust first reported a position in SHV in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.66M in Q2 2024. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Heartland Bank & Trust held 32,982 shares of iShares 0-1 Year Treasury Bond ETF worth $3.64M as of Q1 2026.
  • Heartland Bank & Trust bought 14,483 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.6M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.82% of Heartland Bank & Trust's portfolio in Q1 2026, its #26 holding.
  • Heartland Bank & Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Heartland Bank & Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $5.66M in Q2 2024.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.