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

McDonald Partners’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	$497K	Hold	4,500	–	–	0.12%	139
2025 Q4	$496K	Hold	4,500	–	–	0.16%	130
2025 Q3	$497K	Sell	4,500 -26	-0.6%	-$2.87K	0.15%	140
2025 Q2	$500K	Hold	4,526	–	–	0.12%	172
2025 Q1	$500K	Hold	4,526	–	–	0.13%	165
2024 Q4	$498K	Buy	+4,526	New	+$499K	0.13%	165
2022 Q1	–	Sell	-17	Closed	-$1.88K	–	612
2021 Q4	$1.88K	Buy	+17	New	+$1.88K	﹤0.01%	362

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

McDonald Partners's SHV Position: Q1 2026 in Review

McDonald Partners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 4,500 shares worth $497K. The position accounts for 0.12% of the portfolio, ranked #139.

McDonald Partners first reported a position in SHV in Q4 2021 and has held it in 7 quarters since. The position peaked at $500K in Q1 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

McDonald Partners held 4,500 shares of iShares 0-1 Year Treasury Bond ETF worth $497K as of Q1 2026.
McDonald Partners left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.12% of McDonald Partners's portfolio in Q1 2026, its #139 holding.
McDonald Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 7 quarters since.
McDonald Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $500K in Q1 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.