IronBridge Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

IronBridge Private Wealth’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 Q3	$5.77M	Sell	52,290 -100,808	-66%	-$11.1M	1.71%	15
2026 Q2	$16.9M	Buy	153,098 +64,334	+72%	+$7.09M	5.55%	2
2026 Q1	$9.8M	Buy	88,764 +35,226	+66%	+$3.88M	3.16%	9
2025 Q4	$5.92M	Hold	53,538	–	–	1.87%	14
2025 Q3	$5.92M	Sell	53,538 -1,356	-2%	-$150K	1.87%	15
2025 Q2	$6.06M	Buy	54,894 +13,367	+32%	+$1.47M	2.11%	13
2025 Q1	$4.59M	Buy	+41,527	New	+$4.58M	1.81%	16
2023 Q4	–	Sell	-2,415	Closed	-$267K	–	51
2023 Q3	$267K	Sell	2,415 -91,578	-97%	-$10.1M	0.14%	33
2023 Q2	$10.4M	Buy	93,993 +3,493	+4%	+$385K	5.84%	3
2023 Q1	$10M	Buy	90,500 +55,140	+156%	+$6.07M	6.39%	3
2022 Q4	$3.89M	Sell	35,360 -138,596	-80%	-$15.2M	3.2%	11
2022 Q3	$19.1M	Buy	173,956 +47,938	+38%	+$5.27M	16.54%	2
2022 Q2	$13.9M	Buy	126,018 +56,986	+83%	+$6.28M	10.4%	2
2022 Q1	$7.61M	Sell	69,032 -7,186	-9%	-$793K	4.69%	7
2021 Q4	$8.42M	Buy	+76,218	New	+$8.42M	4.38%	4

Other funds holding SHV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

IronBridge Private Wealth's SHV Position: Q3 2026 in Review

IronBridge Private Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 66% in Q3 2026, selling an estimated $11.1M and leaving 52,290 shares worth $5.77M. The position accounts for 1.71% of the portfolio, ranked #15.

IronBridge Private Wealth first reported a position in SHV in Q4 2021 and has held it in 15 quarters since. The position peaked at $19.1M in Q3 2022. 522 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

IronBridge Private Wealth held 52,290 shares of iShares 0-1 Year Treasury Bond ETF worth $5.77M as of Q3 2026.
IronBridge Private Wealth sold 100,808 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $11.1M.
iShares 0-1 Year Treasury Bond ETF made up 1.71% of IronBridge Private Wealth's portfolio in Q3 2026, its #15 holding.
IronBridge Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
IronBridge Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $19.1M in Q3 2022.
522 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on IronBridge Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.