Kovitz Investment Group Partners
SHV icon

Kovitz Investment Group Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kovitz Investment Group Partners’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
-4,025
Closed -$444K – 518
2026
Q1 		$444K Hold
4,025
– – 0.01% 408
2025
Q4 		$443K Buy
4,025
+824
+26% +$90.9K 0.01% 402
2025
Q3 		$354K Sell
3,201
-1,200
-27% -$132K ﹤0.01% 1141
2025
Q2 		$486K Buy
4,401
+53
+1% +$5.84K ﹤0.01% 980
2025
Q1 		$480K Buy
4,348
+146
+3% +$16.1K ﹤0.01% 915
2024
Q4 		$463K Buy
4,202
+17
+0.4% +$1.88K ﹤0.01% 918
2024
Q3 		$345K Sell
4,185
-22,025
-84% -$2.43M ﹤0.01% 839
2024
Q2 		$2.9M Buy
26,210
+3,201
+14% +$353K 0.02% 367
2024
Q1 		$2.54M Sell
23,009
-1,326
-5% -$146K 0.03% 275
2023
Q4 		$2.68M Sell
24,335
-119
-0.5% -$13.1K 0.04% 214
2023
Q3 		$2.7M Buy
24,454
+34
+0.1% +$3.75K 0.05% 209
2023
Q2 		$2.7M Buy
24,420
+21
+0.1% +$2.31K 0.04% 217
2023
Q1 		$2.7M Sell
24,399
-2,048
-8% -$226K 0.05% 218
2022
Q4 		$2.91M Sell
26,447
-125
-0.5% -$13.7K 0.06% 208
2022
Q3 		$2.92M Sell
26,572
-60
-0.2% -$6.6K 0.07% 195
2022
Q2 		$2.93M Sell
26,632
-233
-0.9% -$25.7K 0.07% 206
2022
Q1 		$2.96M Sell
26,865
-1,619
-6% -$179K 0.06% 210
2021
Q4 		$3.15M Buy
28,484
+1,536
+6% +$170K 0.07% 168
2021
Q3 		$2.98M Sell
26,948
-56
-0.2% -$6.19K 0.06% 198
2021
Q2 		$2.98M Sell
27,004
-809
-3% -$89.4K 0.06% 204
2021
Q1 		$3.07M Sell
27,813
-670
-2% -$74K 0.07% 182
2020
Q4 		$3.15M Sell
28,483
-450
-2% -$49.8K 0.08% 164
2020
Q3 		$3.2M Sell
28,933
-796
-3% -$88.1K 0.09% 152
2020
Q2 		$3.29M Buy
+29,729
New +$3.29M 0.1% 141
2020
Q1 		– Sell
-31,560
Closed -$3.49M – 391
2019
Q4 		$3.49M Sell
31,560
-170
-0.5% -$18.8K 0.1% 141
2019
Q3 		$3.51M Sell
31,730
-3,453
-10% -$382K 0.11% 140
2019
Q2 		$3.89M Buy
35,183
+77
+0.2% +$8.51K 0.12% 126
2019
Q1 		$3.88M Sell
35,106
-288
-0.8% -$31.8K 0.12% 126
2018
Q4 		$3.9M Buy
+35,394
New +$3.91M 0.15% 100

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

Kovitz Investment Group Partners's SHV Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 4,025 shares — an estimated $444K sold.

Kovitz Investment Group Partners first reported a position in SHV in Q4 2018 and held it in 29 quarters. The position peaked at $3.9M in Q4 2018. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Kovitz Investment Group Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,025 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $444K.
  • Kovitz Investment Group Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 29 quarters.
  • Kovitz Investment Group Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $3.9M in Q4 2018.
  • 726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.