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MMBG Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

MMBG Investment 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 		$2.88M Sell
26,045
-41,515
-61% -$4.58M 0.26% 55
2025
Q4 		$7.44M Buy
67,560
+48,160
+248% +$5.31M 0.63% 32
2025
Q3 		$2.14M Sell
19,400
-5
-0% -$551 0.19% 65
2025
Q2 		$2.14M Buy
19,405
+1,680
+9% +$185K 0.21% 60
2025
Q1 		$1.96M Sell
17,725
-1,055
-6% -$116K 0.22% 64
2024
Q4 		$2.07M Sell
18,780
-13,995
-43% -$1.54M 0.22% 61
2024
Q3 		$3.63M Sell
32,775
-7,560
-19% -$834K 0.38% 49
2024
Q2 		$4.46M Sell
40,335
-565
-1% -$62.3K 0.48% 42
2024
Q1 		$4.5M Hold
40,900
– – 0.47% 44
2023
Q4 		$4.5M Sell
40,900
-8,750
-18% -$965K 0.53% 41
2023
Q3 		$5.48M Sell
49,650
-4,530
-8% -$499K 0.69% 31
2023
Q2 		$5.98M Sell
54,180
-25,909
-32% -$2.86M 0.73% 30
2023
Q1 		$8.85M Hold
80,089
– – 1.12% 22
2022
Q4 		$8.8M Sell
80,089
-22,765
-22% -$2.5M 1.17% 24
2022
Q3 		$11.3M Hold
102,854
– – 1.51% 15
2022
Q2 		$11.3M Sell
102,854
-12,845
-11% -$1.42M 1.4% 20
2022
Q1 		$12.8M Sell
115,699
-1,380
-1% -$152K 1.33% 18
2021
Q4 		$12.9M Buy
+117,079
New +$12.9M 1.24% 22

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 $462M AUM 52.29% 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

MMBG Investment Advisors's SHV Position: Q1 2026 in Review

MMBG Investment Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 61% in Q1 2026, selling an estimated $4.58M and leaving 26,045 shares worth $2.88M. The position accounts for 0.26% of the portfolio, ranked #55.

MMBG Investment Advisors first reported a position in SHV in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.9M in Q4 2021. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • MMBG Investment Advisors held 26,045 shares of iShares 0-1 Year Treasury Bond ETF worth $2.88M as of Q1 2026.
  • MMBG Investment Advisors sold 41,515 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.58M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.26% of MMBG Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • MMBG Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • MMBG Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $12.9M in Q4 2021.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.