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 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

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

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

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

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

IronBridge Private Wealth's SHV Position: Q1 2026 in Review

IronBridge Private Wealth increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 66% in Q1 2026, buying an estimated $3.88M and bringing the position to 88,764 shares worth $9.8M. The position accounts for 3.16% of the portfolio, ranked #9.

IronBridge Private Wealth first reported a position in SHV in Q4 2021 and has held it in 13 quarters since. The position peaked at $19.1M in Q3 2022. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

IronBridge Private Wealth held 88,764 shares of iShares 0-1 Year Treasury Bond ETF worth $9.8M as of Q1 2026.
IronBridge Private Wealth bought 35,226 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.88M.
iShares 0-1 Year Treasury Bond ETF made up 3.16% of IronBridge Private Wealth's portfolio in Q1 2026, its #9 holding.
IronBridge Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
IronBridge Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $19.1M in Q3 2022.
737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.