Mariner
SHV icon

Mariner’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Mariner’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 		$21.7M Sell
196,256
-3,635
-2% -$401K 0.02% 452
2026
Q1 		$22.1M Sell
199,891
-13,054
-6% -$1.44M 0.03% 442
2025
Q4 		$23.5M Buy
212,945
+52,513
+33% +$5.79M 0.03% 408
2025
Q3 		$17.7M Sell
160,432
-723,364
-82% -$79.8M 0.02% 451
2025
Q2 		$97.6M Buy
883,796
+783,461
+781% +$86.4M 0.14% 136
2025
Q1 		$11.1M Buy
100,335
+13,617
+16% +$1.5M 0.02% 524
2024
Q4 		$9.55M Sell
86,718
-7,047
-8% -$777K 0.02% 561
2024
Q3 		$10.4M Buy
93,765
+3,597
+4% +$397K 0.02% 526
2024
Q2 		$9.96M Sell
90,168
-2,470
-3% -$272K 0.02% 507
2024
Q1 		$10.2M Sell
92,638
-28,738
-24% -$3.17M 0.02% 507
2023
Q4 		$13.4M Sell
121,376
-1,539,682
-93% -$170M 0.03% 395
2023
Q3 		$183M Sell
1,661,058
-40,324
-2% -$4.45M 0.49% 40
2023
Q2 		$185M Buy
1,701,382
+34,875
+2% +$3.84M 0.49% 37
2023
Q1 		$181M Buy
1,666,507
+88,652
+6% +$9.77M 0.53% 33
2022
Q4 		$170M Buy
1,577,855
+1,331,048
+539% +$146M 0.55% 31
2022
Q3 		$22.5M Sell
246,807
-3,975
-2% -$437K 0.09% 209
2022
Q2 		$22.9M Buy
250,782
+202,511
+420% +$22.3M 0.09% 213
2022
Q1 		$5.32M Sell
48,271
-51,129
-51% -$5.64M 0.02% 485
2021
Q4 		$11M Sell
99,400
-16,323
-14% -$1.8M 0.05% 292
2021
Q3 		$12.8M Buy
115,723
+12,863
+13% +$1.42M 0.07% 243
2021
Q2 		$11.4M Buy
102,860
+14,633
+17% +$1.62M 0.07% 229
2021
Q1 		$9.75M Sell
88,227
-42,622
-33% -$4.71M 0.07% 230
2020
Q4 		$14.5M Sell
130,849
-2,677
-2% -$296K 0.11% 184
2020
Q3 		$14.8M Buy
133,526
+38,179
+40% +$4.23M 0.14% 163
2020
Q2 		$10.6M Buy
+95,347
New +$10.6M 0.11% 185

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

Mariner's SHV Position: Q2 2026 in Review

Mariner reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.8% in Q2 2026, selling an estimated $401K and leaving 196,256 shares worth $21.7M. The position accounts for 0.02% of the portfolio, ranked #452.

Mariner first reported a position in SHV in Q2 2020 and has held it in 25 quarters since. The position peaked at $185M in Q2 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Mariner held 196,256 shares of iShares 0-1 Year Treasury Bond ETF worth $21.7M as of Q2 2026.
  • Mariner sold 3,635 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $401K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Mariner's portfolio in Q2 2026, its #452 holding.
  • Mariner first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Mariner's iShares 0-1 Year Treasury Bond ETF position peaked at $185M in Q2 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.