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

Madison 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
2025
Q4 		– Sell
-3,748
Closed -$414K – 355
2025
Q3 		$414K Sell
3,748
-2,422
-39% -$267K ﹤0.01% 313
2025
Q2 		$681K Buy
6,170
+1,231
+25% +$136K 0.01% 292
2025
Q1 		$546K Buy
4,939
+1,687
+52% +$186K 0.01% 291
2024
Q4 		$358K Sell
3,252
-27
-0.8% -$2.98K ﹤0.01% 313
2024
Q3 		$363K Sell
3,279
-1,167
-26% -$129K ﹤0.01% 301
2024
Q2 		$491K Sell
4,446
-3,003
-40% -$331K 0.01% 292
2024
Q1 		$823K Sell
7,449
-3,946
-35% -$435K 0.01% 285
2023
Q4 		$1.25M Sell
11,395
-11,901
-51% -$1.31M 0.02% 277
2023
Q3 		$2.57M Sell
23,296
-8,195
-26% -$903K 0.04% 236
2023
Q2 		$3.48M Buy
31,491
+2,578
+9% +$284K 0.05% 200
2023
Q1 		$3.19M Buy
28,913
+15,774
+120% +$1.74M 0.05% 208
2022
Q4 		$1.44M Sell
13,139
-2,929
-18% -$322K 0.02% 262
2022
Q3 		$1.77M Sell
16,068
-848
-5% -$93.3K 0.03% 254
2022
Q2 		$1.86M Sell
16,916
-3,529
-17% -$389K 0.03% 268
2022
Q1 		$2.25M Sell
20,445
-3,144
-13% -$347K 0.03% 233
2021
Q4 		$2.6M Sell
23,589
-2,011
-8% -$222K 0.03% 240
2021
Q3 		$2.83M Sell
25,600
-8,655
-25% -$956K 0.04% 242
2021
Q2 		$3.79M Sell
34,255
-15,038
-31% -$1.66M 0.05% 229
2021
Q1 		$5.45M Sell
49,293
-31,842
-39% -$3.52M 0.08% 178
2020
Q4 		$8.97M Sell
81,135
-15,124
-16% -$1.67M 0.13% 125
2020
Q3 		$10.7M Sell
96,259
-24,017
-20% -$2.66M 0.18% 114
2020
Q2 		$13.3M Buy
120,276
+78,156
+186% +$8.66M 0.23% 106
2020
Q1 		$4.68M Buy
42,120
+26,183
+164% +$2.9M 0.1% 151
2019
Q4 		$1.76M Buy
+15,937
New +$1.76M 0.03% 237

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Madison Asset Management's SHV Position: Q4 2025 in Review

Madison Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 3,748 shares — an estimated $414K sold.

Madison Asset Management first reported a position in SHV in Q4 2019 and held it in 24 quarters. The position peaked at $13.3M in Q2 2020. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Madison Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Madison Asset Management sold 3,748 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $414K.
  • Madison Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 24 quarters.
  • Madison Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $13.3M in Q2 2020.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Madison Asset Management's 13F filing for Q4 2025, filed 4 Feb 2026.