JTC Employer Solutions Trustee’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

JTC Employer Solutions Trustee’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	$318K	Hold	2,882	–	–	0.03%	117
2026 Q1	$318K	Hold	2,882	–	–	0.03%	114
2025 Q4	$317K	Hold	2,882	–	–	0.02%	115
2025 Q3	$318K	Hold	2,882	–	–	0.03%	108
2025 Q2	$318K	Sell	2,882 -1,351	-32%	-$149K	0.03%	104
2025 Q1	$467K	Sell	4,233 -1,351	-24%	-$149K	0.04%	81
2024 Q4	$614K	Hold	5,584	–	–	0.04%	75
2024 Q3	$618K	Hold	5,584	–	–	0.04%	72
2024 Q2	$617K	Hold	5,584	–	–	0.04%	69
2024 Q1	$618K	Buy	5,584 +2,882	+107%	+$318K	0.04%	75
2023 Q4	$297K	Sell	2,702 -1,822	-40%	-$201K	0.03%	103
2023 Q3	$500K	Hold	4,524	–	–	0.05%	77
2023 Q2	$500K	Hold	4,524	–	–	0.05%	78
2023 Q1	$500K	Buy	+4,524	New	+$498K	0.05%	77

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

JTC Employer Solutions Trustee's SHV Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 2,882 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #117.

JTC Employer Solutions Trustee first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. The position peaked at $618K in Q3 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

JTC Employer Solutions Trustee held 2,882 shares of iShares 0-1 Year Treasury Bond ETF worth $318K as of Q2 2026.
JTC Employer Solutions Trustee left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.03% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #117 holding.
JTC Employer Solutions Trustee first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
JTC Employer Solutions Trustee's iShares 0-1 Year Treasury Bond ETF position peaked at $618K in Q3 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.