JY
SHV icon

Jeff Yass’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Jeff Yass’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
2024
Q1 		– Sell
-2,500
Closed -$275K – 13225
2023
Q4 		$275K Hold
2,500
– – ﹤0.01% 10007
2023
Q3 		$276K Buy
+2,500
New +$276K ﹤0.01% 9536

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

Jeff Yass's SHV Position: Q2 2026 in Review

Jeff Yass increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 335% in Q2 2026, buying an estimated $6.57M and bringing the position to 77,386 shares worth $8.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3647.

Jeff Yass first reported a position in SHV in Q3 2013 and has held it in 34 quarters since. The position peaked at $341M in Q1 2018. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Jeff Yass held 77,386 shares of iShares 0-1 Year Treasury Bond ETF worth $8.54M as of Q2 2026.
  • Jeff Yass bought 59,593 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.57M.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3647 holding.
  • Jeff Yass first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2013 and has held it in 34 quarters since.
  • Jeff Yass's iShares 0-1 Year Treasury Bond ETF position peaked at $341M in Q1 2018.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.