J. Safra Sarasin Holding’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

J. Safra Sarasin Holding’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	$437K	Hold	3,956	–	–	0.01%	570
2026 Q1	$437K	Sell	3,956 -40,000	-91%	-$4.41M	0.01%	417
2025 Q4	$4.84M	Buy	43,956 +40,000	+1,011%	+$4.41M	0.08%	135
2025 Q3	$437K	Hold	3,956	–	–	0.01%	421
2025 Q2	$437K	Hold	3,956	–	–	0.01%	376
2025 Q1	$437K	Sell	3,956 -25,617	-87%	-$2.83M	0.01%	427
2024 Q4	$3.26M	Hold	29,573	–	–	0.06%	168
2024 Q3	$3.27M	Buy	29,573 +12,073	+69%	+$1.33M	0.06%	162
2024 Q2	$1.93M	Buy	+17,500	New	+$1.93M	0.04%	227

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

J. Safra Sarasin Holding's SHV Position: Q2 2026 in Review

J. Safra Sarasin Holding held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 3,956 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #570.

J. Safra Sarasin Holding first reported a position in SHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.84M in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

J. Safra Sarasin Holding held 3,956 shares of iShares 0-1 Year Treasury Bond ETF worth $437K as of Q2 2026.
J. Safra Sarasin Holding left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #570 holding.
J. Safra Sarasin Holding first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's iShares 0-1 Year Treasury Bond ETF position peaked at $4.84M in Q4 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.