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
Q2 		$3.39M Buy
30,676
+5,277
+21% +$582K ﹤0.01% 1062
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 $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

Mercer Global Advisors's SHV Position: Q2 2026 in Review

Mercer Global Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 21% in Q2 2026, buying an estimated $582K and bringing the position to 30,676 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Mercer Global Advisors first reported a position in SHV in Q2 2019 and has held it in 27 quarters since. The position peaked at $45.3M in Q4 2022. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Mercer Global Advisors held 30,676 shares of iShares 0-1 Year Treasury Bond ETF worth $3.39M as of Q2 2026.
  • Mercer Global Advisors bought 5,277 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $582K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1062 holding.
  • Mercer Global Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • Mercer Global Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $45.3M in Q4 2022.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.