Lazard Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Lazard Asset Management’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 Q1	$55.2K	Hold	500	–	–	﹤0.01%	1775
2025 Q4	$55.1K	Sell	500 -160	-24%	-$17.6K	﹤0.01%	1791
2025 Q3	$72.9K	Buy	+660	New	+$72.8K	﹤0.01%	1720
2025 Q2	–	Hold	0	–	–	–	1941
2025 Q1	–	Hold	0	–	–	–	1908
2024 Q4	–	Hold	0	–	–	–	1567
2024 Q3	–	Hold	0	–	–	–	1846
2024 Q2	–	Hold	0	–	–	–	1846
2024 Q1	–	Hold	0	–	–	–	1634
2023 Q4	–	Hold	0	–	–	–	1407
2023 Q3	–	Hold	0	–	–	–	1158
2023 Q2	–	Hold	0	–	–	–	1087
2023 Q1	–	Hold	0	–	–	–	1018
2022 Q4	–	Hold	0	–	–	–	1050
2022 Q3	–	Hold	0	–	–	–	1028
2022 Q2	–	Hold	0	–	–	–	1053
2022 Q1	–	Hold	0	–	–	–	1041
2021 Q4	–	Hold	0	–	–	–	1041
2021 Q3	–	Hold	0	–	–	–	1064
2021 Q2	–	Hold	0	–	–	–	984
2021 Q1	–	Hold	0	–	–	–	919
2020 Q4	–	Hold	0	–	–	–	903
2020 Q3	–	Hold	0	–	–	–	808
2020 Q2	–	Hold	0	–	–	–	768
2020 Q1	–	Hold	0	–	–	–	748
2019 Q4	–	Hold	0	–	–	–	736
2019 Q3	–	Hold	0	–	–	–	733
2019 Q2	–	Hold	0	–	–	–	834
2019 Q1	–	Hold	0	–	–	–	832
2018 Q4	–	Hold	0	–	–	–	317
2018 Q3	–	Hold	0	–	–	–	374
2018 Q2	–	Hold	0	–	–	–	557
2015 Q4	–	Hold	0	–	–	–	695
2015 Q3	–	Hold	0	–	–	–	986
2014 Q4	–	Hold	0	–	–	–	899

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management's SHV Position: Q1 2026 in Review

Lazard Asset Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 500 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Lazard Asset Management first reported a position in SHV in Q3 2025 and has held it in 3 quarters since. The position peaked at $72.9K in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Lazard Asset Management held 500 shares of iShares 0-1 Year Treasury Bond ETF worth $55.2K as of Q1 2026.
Lazard Asset Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1775 holding.
Lazard Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
Lazard Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $72.9K in Q3 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.