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

Mather Group’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 		$1.21K Hold
11
– – ﹤0.01% 1780
2026
Q1 		$1.21K Buy
+11
New +$1.21K ﹤0.01% 1756
2025
Q4 		– Sell
-11
Closed -$1.22K – 1476
2025
Q3 		$1.22K Buy
+11
New +$1.21K ﹤0.01% 1572
2025
Q2 		– Sell
-11
Closed -$1.22K – 1529
2025
Q1 		$1.22K Hold
11
– – ﹤0.01% 1620
2024
Q4 		$1.21K Hold
11
– – ﹤0.01% 1593
2024
Q3 		$1.22K Sell
11
-190
-95% -$21K ﹤0.01% 1541
2024
Q2 		$22.2K Buy
201
+60
+43% +$6.62K ﹤0.01% 1242
2024
Q1 		$15.5K Buy
+141
New +$15.6K ﹤0.01% 1105
2022
Q2 		– Sell
-2,205
Closed -$243K – 465
2022
Q1 		$243K Buy
+2,205
New +$243K ﹤0.01% 386

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

Mather Group's SHV Position: Q2 2026 in Review

Mather Group held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 11 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Mather Group first reported a position in SHV in Q1 2022 and has held it in 9 quarters since. The position peaked at $243K in Q1 2022. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Mather Group held 11 shares of iShares 0-1 Year Treasury Bond ETF worth $1.21K as of Q2 2026.
  • Mather Group left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1780 holding.
  • Mather Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
  • Mather Group's iShares 0-1 Year Treasury Bond ETF position peaked at $243K in Q1 2022.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.