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Moors & Cabot’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Moors & Cabot’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
2025
Q4 		– Sell
-1,823
Closed -$201K – 958
2025
Q3 		$201K Sell
1,823
-35
-2% -$3.86K 0.01% 844
2025
Q2 		$205K Sell
1,858
-308
-14% -$34K 0.01% 806
2025
Q1 		$239K Buy
2,166
+7
+0.3% +$772 0.01% 721
2024
Q4 		$238K Sell
2,159
-119
-5% -$13.1K 0.01% 743
2024
Q3 		$252K Sell
2,278
-307
-12% -$33.9K 0.01% 710
2024
Q2 		$286K Buy
2,585
+333
+15% +$36.7K 0.02% 640
2024
Q1 		$249K Sell
2,252
-219
-9% -$24.2K 0.01% 737
2023
Q4 		$272K Buy
2,471
+18
+0.7% +$1.98K 0.02% 653
2023
Q3 		$271K Sell
2,453
-528
-18% -$58.2K 0.02% 626
2023
Q2 		$329K Sell
2,981
-57
-2% -$6.28K 0.02% 587
2023
Q1 		$336K Buy
3,038
+6
+0.2% +$661 0.02% 561
2022
Q4 		$333K Sell
3,032
-585
-16% -$64.3K 0.02% 545
2022
Q3 		$398K Sell
3,617
-2,514
-41% -$277K 0.03% 471
2022
Q2 		$675K Buy
6,131
+3,605
+143% +$397K 0.05% 336
2022
Q1 		$279K Hold
2,526
– – 0.02% 649
2021
Q4 		$279K Hold
2,526
– – 0.02% 666
2021
Q3 		$279K Hold
2,526
– – 0.02% 624
2021
Q2 		$279K Sell
2,526
-24
-0.9% -$2.65K 0.02% 594
2021
Q1 		$283K Sell
2,550
-576
-18% -$63.7K 0.02% 558
2020
Q4 		$347K Buy
3,126
+2
+0.1% +$221 0.03% 479
2020
Q3 		$346K Sell
3,124
-1
-0% -$111 0.03% 435
2020
Q2 		$347K Buy
3,125
+3
+0.1% +$332 0.04% 406
2020
Q1 		$347K Buy
3,122
+3
+0.1% +$332 0.05% 329
2019
Q4 		$345K Buy
3,119
+606
+24% +$67K 0.03% 428
2019
Q3 		$279K Buy
2,513
+5
+0.2% +$553 0.03% 471
2019
Q2 		$278K Buy
2,508
+5
+0.2% +$552 0.04% 428
2019
Q1 		$277K Buy
+2,503
New +$276K 0.04% 414

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Moors & Cabot's SHV Position: Q4 2025 in Review

Moors & Cabot sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 1,823 shares — an estimated $201K sold.

Moors & Cabot first reported a position in SHV in Q1 2019 and held it in 27 quarters. The position peaked at $675K in Q2 2022. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Moors & Cabot reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Moors & Cabot sold 1,823 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $201K.
  • Moors & Cabot first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 27 quarters.
  • Moors & Cabot's iShares 0-1 Year Treasury Bond ETF position peaked at $675K in Q2 2022.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Moors & Cabot's 13F filing for Q4 2025, filed 10 Feb 2026.