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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mather Group's SHV Position: Q1 2026 in Review

Mather Group opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 11 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings. This is a return to the name: Mather Group previously reported a position in SHV as recently as Q3 2025.

Mather Group first reported a position in SHV in Q1 2022 and has held it in 8 quarters since. The position peaked at $243K in Q1 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Mather Group held 11 shares of iShares 0-1 Year Treasury Bond ETF worth $1.21K as of Q1 2026.
iShares 0-1 Year Treasury Bond ETF was a new Mather Group position in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1756 holding.
Mather Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 8 quarters since.
Mather Group's iShares 0-1 Year Treasury Bond ETF position peaked at $243K in Q1 2022.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.