Morgan Stanley’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $598M | Sell |
5,415,604
-198,094
| -4% | -$21.8M | 0.03% | 490 |
|
|
2026
Q1 | $620M | Sell |
5,613,698
-359,827
| -6% | -$39.7M | 0.04% | 458 |
|
|
2025
Q4 | $658M | Sell |
5,973,525
-572
| -0% | -$63.1K | 0.04% | 438 |
|
|
2025
Q3 | $660M | Buy |
5,974,097
+121,370
| +2% | +$13.4M | 0.04% | 432 |
|
|
2025
Q2 | $646M | Buy |
5,852,727
+644,646
| +12% | +$71.1M | 0.04% | 417 |
|
|
2025
Q1 | $575M | Buy |
5,208,081
+48,848
| +0.9% | +$5.39M | 0.04% | 423 |
|
|
2024
Q4 | $568M | Sell |
5,159,233
-1,097,764
| -18% | -$121M | 0.04% | 433 |
|
|
2024
Q3 | $692M | Buy |
6,256,997
+1,042,979
| +20% | +$115M | 0.05% | 347 |
|
|
2024
Q2 | $576M | Sell |
5,214,018
-435,411
| -8% | -$48M | 0.04% | 389 |
|
|
2024
Q1 | $624M | Sell |
5,649,429
-512,960
| -8% | -$56.6M | 0.05% | 353 |
|
|
2023
Q4 | $679M | Sell |
6,162,389
-1,382,216
| -18% | -$152M | 0.06% | 290 |
|
|
2023
Q3 | $833M | Buy |
7,544,605
+29,786
| +0.4% | +$3.28M | 0.08% | 229 |
|
|
2023
Q2 | $830M | Sell |
7,514,819
-1,144,617
| -13% | -$126M | 0.08% | 232 |
|
|
2023
Q1 | $957M | Buy |
8,659,436
+21,228
| +0.2% | +$2.34M | 0.1% | 196 |
|
|
2022
Q4 | $950M | Buy |
8,638,208
+1,249,478
| +17% | +$137M | 0.11% | 190 |
|
|
2022
Q3 | $813M | Buy |
7,388,730
+180,019
| +2% | +$19.8M | 0.11% | 189 |
|
|
2022
Q2 | $794M | Buy |
7,208,711
+869,420
| +14% | +$95.8M | 0.1% | 192 |
|
|
2022
Q1 | $699M | Sell |
6,339,291
-608,656
| -9% | -$67.1M | 0.09% | 210 |
|
|
2021
Q4 | $767M | Buy |
6,947,947
+515,778
| +8% | +$57M | 0.09% | 211 |
|
|
2021
Q3 | $711M | Sell |
6,432,169
-603,682
| -9% | -$66.7M | 0.1% | 200 |
|
|
2021
Q2 | $777M | Sell |
7,035,851
-601,815
| -8% | -$66.5M | 0.1% | 193 |
|
|
2021
Q1 | $844M | Sell |
7,637,666
-334,242
| -4% | -$36.9M | 0.12% | 172 |
|
|
2020
Q4 | $881M | Sell |
7,971,908
-288,523
| -3% | -$31.9M | 0.14% | 166 |
|
|
2020
Q3 | $914M | Sell |
8,260,431
-428,726
| -5% | -$47.5M | 0.18% | 132 |
|
|
2020
Q2 | $962M | Buy |
8,689,157
+464,739
| +6% | +$51.5M | 0.21% | 116 |
|
|
2020
Q1 | $913M | Buy |
8,224,418
+5,535,671
| +206% | +$613M | 0.25% | 99 |
|
|
2019
Q4 | $297M | Sell |
2,688,747
-156,393
| -5% | -$17.3M | 0.07% | 275 |
|
|
2019
Q3 | $315M | Buy |
2,845,140
+27,306
| +1% | +$3.02M | 0.08% | 241 |
|
|
2019
Q2 | $312M | Sell |
2,817,834
-355,689
| -11% | -$39.3M | 0.08% | 246 |
|
|
2019
Q1 | $351M | Sell |
3,173,523
-113,468
| -3% | -$12.5M | 0.1% | 211 |
|
|
2018
Q4 | $363M | Buy |
3,286,991
+1,765,893
| +116% | +$195M | 0.11% | 192 |
|
|
2018
Q3 | $168M | Buy |
1,521,098
+308,863
| +25% | +$34.1M | 0.04% | 409 |
|
|
2018
Q2 | $134M | Buy |
1,212,235
+13,884
| +1% | +$1.53M | 0.04% | 465 |
|
|
2018
Q1 | $132M | Buy |
1,198,351
+268,956
| +29% | +$29.7M | 0.04% | 466 |
|
|
2017
Q4 | $102M | Sell |
929,395
-247,218
| -21% | -$27.3M | 0.03% | 580 |
|
|
2017
Q3 | $130M | Buy |
1,176,613
+473,644
| +67% | +$52.3M | 0.04% | 454 |
|
|
2017
Q2 | $77.6M | Sell |
702,969
-108,808
| -13% | -$12M | 0.02% | 684 |
|
|
2017
Q1 | $89.6M | Sell |
811,777
-329,885
| -29% | -$36.4M | 0.03% | 618 |
|
|
2016
Q4 | $126M | Buy |
1,141,662
+129,406
| +13% | +$14.3M | 0.04% | 452 |
|
|
2016
Q3 | $112M | Sell |
1,012,256
-201,899
| -17% | -$22.3M | 0.04% | 502 |
|
|
2016
Q2 | $134M | Sell |
1,214,155
-90,018
| -7% | -$9.94M | 0.05% | 416 |
|
|
2016
Q1 | $144M | Buy |
1,304,173
+460,661
| +55% | +$50.8M | 0.06% | 368 |
|
|
2015
Q4 | $93M | Sell |
843,512
-182,217
| -18% | -$20.1M | 0.03% | 520 |
|
|
2015
Q3 | $113M | Buy |
1,025,729
+574,885
| +128% | +$63.4M | 0.04% | 432 |
|
|
2015
Q2 | $49.7M | Buy |
450,844
+109
| +0% | +$12K | 0.02% | 866 |
|
|
2015
Q1 | $49.7M | Sell |
450,735
-71,081
| -14% | -$7.84M | 0.02% | 859 |
|
|
2014
Q4 | $57.5M | Buy |
521,816
+13,594
| +3% | +$1.5M | 0.02% | 777 |
|
|
2014
Q3 | $56M | Buy |
508,222
+78,757
| +18% | +$8.68M | 0.02% | 765 |
|
|
2014
Q2 | $47.4M | Sell |
429,465
-186,597
| -30% | -$20.6M | 0.02% | 833 |
|
|
2014
Q1 | $67.9M | Sell |
616,062
-258,984
| -30% | -$28.6M | 0.03% | 613 |
|
|
2013
Q4 | $96.5M | Sell |
875,046
-54,996
| -6% | -$6.06M | 0.04% | 469 |
|
|
2013
Q3 | $103M | Sell |
930,042
-187,990
| -17% | -$20.7M | 0.05% | 406 |
|
|
2013
Q2 | $123M | Buy |
+1,118,032
| New | +$123M | 0.06% | 349 |
|
Other funds holding SHV
NRI
BBVA
Morgan Stanley's SHV Position: Q2 2026 in Review
Morgan Stanley reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.5% in Q2 2026, selling an estimated $21.8M and leaving 5,415,604 shares worth $598M. The position accounts for 0.03% of the portfolio, ranked #490.
Morgan Stanley first reported a position in SHV in Q2 2013 and has held it in 53 quarters since. The position peaked at $962M in Q2 2020. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.
- Morgan Stanley held 5,415,604 shares of iShares 0-1 Year Treasury Bond ETF worth $598M as of Q2 2026.
- Morgan Stanley sold 198,094 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $21.8M.
- iShares 0-1 Year Treasury Bond ETF made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #490 holding.
- Morgan Stanley first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's iShares 0-1 Year Treasury Bond ETF position peaked at $962M in Q2 2020.
- 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.