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Itau Unibanco Holding S.A.’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Itau Unibanco Holding S.A.’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 		$12M Buy
+108,400
New +$11.9M 0.23% 72
2026
Q1 		– Sell
-108,400
Closed -$11.9M – 439
2025
Q4 		$11.9M Buy
+108,400
New +$12M 0.29% 56
2023
Q2 		– Sell
-2,836
Closed -$313K – 603
2023
Q1 		$313K Hold
2,836
– – 0.02% 140
2022
Q4 		$312K Hold
2,836
– – 0.01% 177
2022
Q3 		$312K Hold
2,836
– – 0.01% 181
2022
Q2 		$312K Hold
2,836
– – 0.01% 184
2022
Q1 		$313K Hold
2,836
– – 0.01% 196
2021
Q4 		$313K Buy
+2,836
New +$313K 0.01% 148
2021
Q3 		– Sell
-111,236
Closed -$12.3M – 431
2021
Q2 		$12.3M Sell
111,236
-6,264
-5% -$692K 0.6% 30
2021
Q1 		$13M Sell
117,500
-2,836
-2% -$313K 0.95% 17
2020
Q4 		$13.3M Hold
120,336
– – 0.6% 31
2020
Q3 		$13.3M Buy
120,336
+117,500
+4,143% +$13M 0.68% 33
2020
Q2 		$314K Hold
2,836
– – 0.02% 111
2020
Q1 		$315K Hold
2,836
– – 0.02% 88
2019
Q4 		$313K Buy
2,836
+1,651
+139% +$183K 0.02% 143
2019
Q3 		$131K Sell
1,185
-21,118
-95% -$2.33M 0.01% 191
2019
Q2 		$2.47M Buy
22,303
+1,100
+5% +$122K 0.12% 59
2019
Q1 		$2.34M Hold
21,203
– – 0.11% 62
2018
Q4 		$2.34M Buy
21,203
+2,464
+13% +$272K 0.11% 62
2018
Q3 		$2.07M Buy
+18,739
New +$2.07M 0.12% 64
2018
Q2 		– Sell
-212,724
Closed -$23.5M – 816
2018
Q1 		$23.5M Sell
212,724
-9,905
-4% -$1.09M 0.15% 20
2017
Q4 		$24.5M Buy
222,629
+1,029
+0.5% +$113K 1.46% 11
2017
Q3 		$24.5M Buy
+221,600
New +$24.5M 1.67% 12
2017
Q2 		– Sell
-6,143
Closed -$678K – 738
2017
Q1 		$678K Buy
6,143
+1,247
+25% +$138K 0.08% 78
2016
Q4 		$540K Sell
4,896
-2,332
-32% -$257K 0.07% 84
2016
Q3 		$798K Buy
+7,228
New +$798K 0.09% 84

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
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Itau Unibanco Holding S.A.'s SHV Position: Q2 2026 in Review

Itau Unibanco Holding S.A. opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 108,400 shares worth $12M. The stake represents 0.23% of the portfolio and ranks #72 among its holdings. This is a return to the name: Itau Unibanco Holding S.A. previously reported a position in SHV as recently as Q4 2025.

Itau Unibanco Holding S.A. first reported a position in SHV in Q3 2016 and has held it in 26 quarters since. The position peaked at $24.5M in Q4 2017. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Itau Unibanco Holding S.A. held 108,400 shares of iShares 0-1 Year Treasury Bond ETF worth $12M as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Itau Unibanco Holding S.A. position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.23% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #72 holding.
  • Itau Unibanco Holding S.A. first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2016 and has held it in 26 quarters since.
  • Itau Unibanco Holding S.A.'s iShares 0-1 Year Treasury Bond ETF position peaked at $24.5M in Q4 2017.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.