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 Q2	$80.2K	Buy	727 +227	+45%	+$25K	﹤0.01%	1777
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 $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

Lazard Asset Management's SHV Position: Q2 2026 in Review

Lazard Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 45% in Q2 2026, buying an estimated $25K and bringing the position to 727 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Lazard Asset Management first reported a position in SHV in Q3 2025 and has held it in 4 quarters since. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Lazard Asset Management held 727 shares of iShares 0-1 Year Treasury Bond ETF worth $80.2K as of Q2 2026.
Lazard Asset Management bought 227 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $25K.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1777 holding.
Lazard Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.