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

Mattern 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
2026
Q1 		– Sell
-9,478
Closed -$1.04M – 177
2025
Q4 		$1.04M Buy
9,478
+726
+8% +$80.1K 0.12% 117
2025
Q3 		$967K Buy
8,752
+3,719
+74% +$410K 0.11% 120
2025
Q2 		$556K Buy
5,033
+2,061
+69% +$227K 0.07% 133
2025
Q1 		$328K Buy
+2,972
New +$328K 0.04% 146
2024
Q3 		– Sell
-2,231
Closed -$247K – 159
2024
Q2 		$247K Sell
2,231
-1,432
-39% -$158K 0.03% 151
2024
Q1 		$405K Buy
3,663
+106
+3% +$11.7K 0.06% 120
2023
Q4 		$392K Sell
3,557
-627
-15% -$69.1K 0.06% 112
2023
Q3 		$462K Buy
4,184
+2,302
+122% +$254K 0.07% 102
2023
Q2 		$208K Sell
1,882
-895
-32% -$98.7K 0.03% 131
2023
Q1 		$307K Buy
2,777
+28
+1% +$3.08K 0.05% 110
2022
Q4 		$302K Sell
2,749
-250
-8% -$27.5K 0.06% 110
2022
Q3 		$330K Sell
2,999
-702
-19% -$77.2K 0.07% 107
2022
Q2 		$407K Sell
3,701
-847
-19% -$93.3K 0.08% 100
2022
Q1 		$501K Sell
4,548
-3,171
-41% -$350K 0.09% 94
2021
Q4 		$852K Sell
7,719
-716
-8% -$79.1K 0.15% 91
2021
Q3 		$932K Sell
8,435
-1,312
-13% -$145K 0.18% 88
2021
Q2 		$1.08M Sell
9,747
-72
-0.7% -$7.96K 0.21% 87
2021
Q1 		$1.08M Buy
9,819
+7,362
+300% +$814K 0.23% 86
2020
Q4 		$272K Buy
+2,457
New +$272K 0.06% 97

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mattern Capital Management's SHV Position: Q1 2026 in Review

Mattern Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 9,478 shares — an estimated $1.04M sold.

Mattern Capital Management first reported a position in SHV in Q4 2020 and held it in 19 quarters. The position peaked at $1.08M in Q1 2021. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Mattern Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mattern Capital Management sold 9,478 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.04M.
  • Mattern Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 19 quarters.
  • Mattern Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.08M in Q1 2021.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Mattern Capital Management's 13F filing for Q1 2026, filed 4 May 2026.