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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
Q2 		$3.21M Buy
29,110
+3,065
+12% +$338K 0.25% 58
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 $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

MMBG Investment Advisors's SHV Position: Q2 2026 in Review

MMBG Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q2 2026, buying an estimated $338K and bringing the position to 29,110 shares worth $3.21M. The position accounts for 0.25% of the portfolio, ranked #58.

MMBG Investment Advisors first reported a position in SHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.9M in Q4 2021. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • MMBG Investment Advisors held 29,110 shares of iShares 0-1 Year Treasury Bond ETF worth $3.21M as of Q2 2026.
  • MMBG Investment Advisors bought 3,065 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $338K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.25% of MMBG Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • MMBG Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $12.9M in Q4 2021.
  • 726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.