Jordan Park Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Jordan Park Group’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	–	Sell	-31,223	Closed	-$3.74M	–	72
2026 Q1	$3.74M	Buy	+31,223	New	+$3.44M	0.2%	33
2020 Q3	–	Sell	-734,386	Closed	-$81.3M	–	27
2020 Q2	$81.3M	Buy	734,386 +435,872	+146%	+$48.3M	7.83%	5
2020 Q1	$33.1M	Sell	298,514 -442,857	-60%	-$49M	2.74%	9
2019 Q4	$81.9M	Buy	741,371 +96,317	+15%	+$10.6M	5.78%	7
2019 Q3	$71.4M	Buy	645,054 +37,093	+6%	+$4.1M	5.86%	6
2019 Q2	$67.3M	Buy	+607,961	New	+$67.2M	6.15%	7

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

Jordan Park Group's SHV Position: Q2 2026 in Review

Jordan Park Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 31,223 shares — an estimated $3.74M sold.

Jordan Park Group first reported a position in SHV in Q2 2019 and held it in 6 quarters. The position peaked at $81.9M in Q4 2019. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Jordan Park Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Jordan Park Group sold 31,223 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.74M.
Jordan Park Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 6 quarters.
Jordan Park Group's iShares 0-1 Year Treasury Bond ETF position peaked at $81.9M in Q4 2019.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.