Mercer Global Advisors
SHV icon

Mercer Global Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Mercer Global Advisors’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 		$2.8M Sell
25,399
-1,203
-5% -$133K ﹤0.01% 1030
2025
Q4 		$2.93M Sell
26,602
-5,576
-17% -$615K ﹤0.01% 930
2025
Q3 		$3.56M Sell
32,178
-2,366
-7% -$261K 0.01% 792
2025
Q2 		$3.81M Sell
34,544
-12,795
-27% -$1.41M 0.01% 655
2025
Q1 		$5.23M Buy
47,339
+5,780
+14% +$637K 0.01% 526
2024
Q4 		$4.58M Sell
41,559
-5,804
-12% -$640K 0.01% 565
2024
Q3 		$5.23M Sell
47,363
-3,711
-7% -$410K 0.01% 489
2024
Q2 		$1.99M Buy
51,074
+34,741
+213% +$3.83M 0.01% 724
2024
Q1 		$1.8M Buy
16,333
+1,355
+9% +$149K 0.01% 749
2023
Q4 		$1.65M Sell
14,978
-4,408
-23% -$486K 0.01% 787
2023
Q3 		$2.14M Sell
19,386
-53,724
-73% -$5.92M 0.01% 681
2023
Q2 		$8.07M Sell
73,110
-279,273
-79% -$30.8M 0.03% 337
2023
Q1 		$38.9M Sell
352,383
-60,003
-15% -$6.61M 0.18% 91
2022
Q4 		$45.3M Buy
412,386
+29,132
+8% +$3.2M 0.23% 71
2022
Q3 		$42.2M Buy
383,254
+72,716
+23% +$8M 0.25% 66
2022
Q2 		$34.2M Buy
310,538
+271,693
+699% +$29.9M 0.21% 73
2022
Q1 		$4.28M Sell
38,845
-32,200
-45% -$3.55M 0.03% 428
2021
Q4 		$7.84M Buy
71,045
+54,592
+332% +$6.03M 0.05% 275
2021
Q3 		$1.82M Buy
16,453
+206
+1% +$22.8K 0.01% 646
2021
Q2 		$1.79M Buy
16,247
+8,167
+101% +$903K 0.01% 613
2021
Q1 		$893K Buy
+8,080
New +$893K 0.01% 829
2020
Q3 		– Sell
-2,106
Closed -$233K – 1274
2020
Q2 		$233K Sell
2,106
-5,681
-73% -$630K ﹤0.01% 942
2020
Q1 		$865K Buy
7,787
+626
+9% +$69.3K 0.02% 515
2019
Q4 		$791K Sell
7,161
-200
-3% -$22.1K 0.02% 588
2019
Q3 		$814K Sell
7,361
-451
-6% -$49.9K 0.02% 542
2019
Q2 		$864K Buy
+7,812
New +$863K 0.02% 504

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

Mercer Global Advisors's SHV Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.5% in Q1 2026, selling an estimated $133K and leaving 25,399 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Mercer Global Advisors first reported a position in SHV in Q2 2019 and has held it in 26 quarters since. The position peaked at $45.3M in Q4 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Mercer Global Advisors held 25,399 shares of iShares 0-1 Year Treasury Bond ETF worth $2.8M as of Q1 2026.
  • Mercer Global Advisors sold 1,203 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $133K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1030 holding.
  • Mercer Global Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 26 quarters since.
  • Mercer Global Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $45.3M in Q4 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.