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 Q2	$2.78M	Sell	25,153 -7,829	-24%	-$863K	0.57%	33
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heartland Bank & Trust's SHV Position: Q2 2026 in Review

Heartland Bank & Trust reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 24% in Q2 2026, selling an estimated $863K and leaving 25,153 shares worth $2.78M. The position accounts for 0.57% of the portfolio, ranked #33.

Heartland Bank & Trust first reported a position in SHV in Q4 2020 and has held it in 17 quarters since. The position peaked at $5.66M in Q2 2024. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Heartland Bank & Trust held 25,153 shares of iShares 0-1 Year Treasury Bond ETF worth $2.78M as of Q2 2026.
Heartland Bank & Trust sold 7,829 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $863K.
iShares 0-1 Year Treasury Bond ETF made up 0.57% of Heartland Bank & Trust's portfolio in Q2 2026, its #33 holding.
Heartland Bank & Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 17 quarters since.
Heartland Bank & Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $5.66M in Q2 2024.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.