Hirtle Callaghan & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hirtle Callaghan & Co’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
2025 Q1	–	Hold	0	–	–	–	60
2024 Q4	–	Hold	0	–	–	–	44
2024 Q3	–	Hold	0	–	–	–	38
2023 Q4	–	Sell	-90,843	Closed	-$10M	–	98
2023 Q3	$10M	Hold	90,843	–	–	0.5%	28
2023 Q2	$10M	Buy	+90,843	New	+$10M	0.48%	30
2021 Q3	–	Hold	0	–	–	–	37
2021 Q2	–	Hold	0	–	–	–	32
2021 Q1	–	Hold	0	–	–	–	32
2020 Q4	–	Hold	0	–	–	–	31
2020 Q3	–	Hold	0	–	–	–	32

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hirtle Callaghan & Co's SHV Position: Q1 2025 in Review

Hirtle Callaghan & Co held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2025 at 0 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #60.

Hirtle Callaghan & Co first reported a position in SHV in Q2 2023 and has held it in 2 quarters since. The position peaked at $10M in Q3 2023. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Hirtle Callaghan & Co held 0 shares of iShares 0-1 Year Treasury Bond ETF worth $1.18M as of Q1 2025.
Hirtle Callaghan & Co left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2025.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of Hirtle Callaghan & Co's portfolio in Q1 2025, its #60 holding.
Hirtle Callaghan & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 2 quarters since.
Hirtle Callaghan & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $10M in Q3 2023.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2025, filed 12 May 2025.