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Mainstay Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Mainstay Capital 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
Q3 		– Sell
-134,762
Closed -$14.9M – 146
2025
Q2 		$14.9M Buy
+134,762
New +$14.9M 0.73% 15
2020
Q2 		– Sell
-205,628
Closed -$22.8M – 117
2020
Q1 		$22.8M Buy
+205,628
New +$22.8M 7.35% 5

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mainstay Capital Management's SHV Position: Q3 2025 in Review

Mainstay Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 134,762 shares — an estimated $14.9M sold.

Mainstay Capital Management first reported a position in SHV in Q1 2020 and held it in 2 quarters. The position peaked at $22.8M in Q1 2020. 685 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • Mainstay Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mainstay Capital Management sold 134,762 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $14.9M.
  • Mainstay Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Mainstay Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $22.8M in Q1 2020.
  • 685 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Mainstay Capital Management's 13F filing for Q3 2025, filed 10 Dec 2025.