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

HM Payson & 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
2026
Q1 		– Sell
-3
Closed -$331 – 1206
2025
Q4 		$331 Buy
+3
New +$331 ﹤0.01% 1125
2025
Q1 		– Sell
-1,527
Closed -$168K – 1074
2024
Q4 		$168K Buy
+1,527
New +$168K ﹤0.01% 452
2024
Q3 		– Sell
-36,360
Closed -$4.02M – 1160
2024
Q2 		$4.02M Hold
36,360
– – 0.07% 117
2024
Q1 		$4.02M Sell
36,360
-6,495
-15% -$717K 0.07% 115
2023
Q4 		$4.72M Sell
42,855
-1,733
-4% -$191K 0.1% 106
2023
Q3 		$4.93M Sell
44,588
-1,290
-3% -$142K 0.12% 100
2023
Q2 		$5.07M Buy
45,878
+44,665
+3,682% +$4.92M 0.11% 97
2023
Q1 		$134K Hold
1,213
– – ﹤0.01% 428
2022
Q4 		$133K Hold
1,213
– – ﹤0.01% 424
2022
Q3 		$133K Hold
1,213
– – ﹤0.01% 429
2022
Q2 		$134K Buy
+1,213
New +$134K ﹤0.01% 430
2021
Q1 		– Sell
-12,413
Closed -$1.37M – 1186
2020
Q4 		$1.37M Hold
12,413
– – 0.04% 182
2020
Q3 		$1.37M Hold
12,413
– – 0.04% 171
2020
Q2 		$1.38M Hold
12,413
– – 0.05% 164
2020
Q1 		$1.38M Hold
12,413
– – 0.05% 144
2019
Q4 		$1.37M Hold
12,413
– – 0.04% 172
2019
Q3 		$1.37M Hold
12,413
– – 0.05% 172
2019
Q2 		$1.37M Hold
12,413
– – 0.05% 168
2019
Q1 		$1.37M Buy
+12,413
New +$1.37M 0.05% 156

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HM Payson & Co's SHV Position: Q1 2026 in Review

HM Payson & Co sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 3 shares — an estimated $331 sold.

HM Payson & Co first reported a position in SHV in Q1 2019 and held it in 19 quarters. The position peaked at $5.07M in Q2 2023. 741 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • HM Payson & Co reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • HM Payson & Co sold 3 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $331.
  • HM Payson & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 19 quarters.
  • HM Payson & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $5.07M in Q2 2023.
  • 741 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.