MML Investors Services
SHV icon

MML Investors Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

MML Investors Services’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 		$40.6M Buy
368,101
+58,369
+19% +$6.43M 0.08% 248
2026
Q1 		$34.2M Sell
309,732
-59,998
-16% -$6.62M 0.09% 204
2025
Q4 		$40.7M Buy
369,730
+26,176
+8% +$2.89M 0.1% 204
2025
Q3 		$38M Sell
343,554
-1,361
-0.4% -$150K 0.1% 202
2025
Q2 		$38.1M Buy
344,915
+27,486
+9% +$3.03M 0.11% 192
2025
Q1 		$35.1M Sell
317,429
-19,015
-6% -$2.1M 0.12% 188
2024
Q4 		$37M Sell
336,444
-39,456
-10% -$4.35M 0.13% 172
2024
Q3 		$41.6M Sell
375,900
-40,003
-10% -$4.41M 0.15% 150
2024
Q2 		$46M Buy
415,903
+37,487
+10% +$4.13M 0.19% 122
2024
Q1 		$41.8M Buy
378,416
+53,787
+17% +$5.93M 0.17% 135
2023
Q4 		$35.8M Buy
324,629
+31,245
+11% +$3.44M 0.16% 138
2023
Q3 		$32.4M Sell
293,384
-25,931
-8% -$2.86M 0.18% 118
2023
Q2 		$35.3M Buy
319,315
+42,401
+15% +$4.67M 0.19% 107
2023
Q1 		$30.6M Sell
276,914
-10,758
-4% -$1.19M 0.22% 97
2022
Q4 		$31.6M Sell
287,672
-95,130
-25% -$10.5M 0.21% 115
2022
Q3 		$42.1M Buy
382,802
+98,616
+35% +$10.8M 0.32% 58
2022
Q2 		$31.3M Buy
284,186
+74,022
+35% +$8.15M 0.24% 89
2022
Q1 		$23.2M Buy
210,164
+80,808
+62% +$8.91M 0.16% 133
2021
Q4 		$14.3M Sell
129,356
-6,510
-5% -$719K 0.1% 214
2021
Q3 		$15M Sell
135,866
-11,380
-8% -$1.26M 0.12% 191
2021
Q2 		$16.3M Sell
147,246
-10,239
-7% -$1.13M 0.14% 170
2021
Q1 		$17.4M Sell
157,485
-31,261
-17% -$3.45M 0.17% 141
2020
Q4 		$20.9M Buy
188,746
+9,801
+5% +$1.08M 0.22% 103
2020
Q3 		$19.8M Sell
178,945
-43,985
-20% -$4.87M 0.25% 95
2020
Q2 		$24.7M Buy
222,930
+104,058
+88% +$11.5M 0.33% 73
2020
Q1 		$13.2M Buy
118,872
+21,161
+22% +$2.34M 0.23% 110
2019
Q4 		$10.8M Sell
97,711
-10,164
-9% -$1.12M 0.15% 162
2019
Q3 		$11.9M Buy
107,875
+5,666
+6% +$626K 0.19% 133
2019
Q2 		$11.3M Sell
102,209
-25,692
-20% -$2.84M 0.16% 151
2019
Q1 		$14.1M Buy
127,901
+52,158
+69% +$5.76M 0.22% 116
2018
Q4 		$8.35M Buy
75,743
+53,138
+235% +$5.86M 0.15% 171
2018
Q3 		$2.5M Buy
22,605
+15,347
+211% +$1.69M 0.04% 379
2018
Q2 		$802K Buy
7,258
+998
+16% +$110K 0.02% 652
2018
Q1 		$691K Buy
6,260
+1,960
+46% +$216K 0.01% 707
2017
Q4 		$474K Buy
4,300
+949
+28% +$105K 0.01% 863
2017
Q3 		$370K Buy
3,351
+647
+24% +$71.4K 0.01% 913
2017
Q2 		$298K Buy
+2,704
New +$298K 0.01% 983

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

MML Investors Services's SHV Position: Q2 2026 in Review

MML Investors Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 19% in Q2 2026, buying an estimated $6.43M and bringing the position to 368,101 shares worth $40.6M. The position accounts for 0.08% of the portfolio, ranked #248.

MML Investors Services first reported a position in SHV in Q2 2017 and has held it in 37 quarters since. The position peaked at $46M in Q2 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • MML Investors Services held 368,101 shares of iShares 0-1 Year Treasury Bond ETF worth $40.6M as of Q2 2026.
  • MML Investors Services bought 58,369 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.43M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of MML Investors Services's portfolio in Q2 2026, its #248 holding.
  • MML Investors Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's iShares 0-1 Year Treasury Bond ETF position peaked at $46M in Q2 2024.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.