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New York Life Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

New York Life Investment Management’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 		– Sell
-66,874
Closed -$7.38M – 822
2026
Q1 		$7.38M Sell
66,874
-18,453
-22% -$2.03M 0.06% 256
2025
Q4 		$9.4M Buy
85,327
+31,076
+57% +$3.43M 0.08% 208
2025
Q3 		$5.99M Buy
+54,251
New +$5.98M 0.05% 297
2025
Q2 		– Sell
-36,842
Closed -$4.07M – 830
2025
Q1 		$4.07M Buy
36,842
+10,460
+40% +$1.15M 0.04% 362
2024
Q4 		$2.9M Sell
26,382
-43,739
-62% -$4.82M 0.03% 461
2024
Q3 		$7.76M Buy
+70,121
New +$7.74M 0.08% 242
2024
Q2 		– Sell
-123,999
Closed -$13.7M – 1249
2024
Q1 		$13.7M Sell
123,999
-21,612
-15% -$2.38M 0.14% 144
2023
Q4 		$16M Buy
145,611
+61,057
+72% +$6.73M 0.16% 119
2023
Q3 		$9.34M Buy
+84,554
New +$9.32M 0.1% 186
2023
Q2 		– Sell
-418,263
Closed -$46.2M – 1344
2023
Q1 		$46.2M Buy
418,263
+246,162
+143% +$27.1M 0.51% 32
2022
Q4 		$18.9M Buy
172,101
+7,058
+4% +$776K 0.22% 111
2022
Q3 		$18.2M Buy
165,043
+141,027
+587% +$15.5M 0.22% 95
2022
Q2 		$2.65M Sell
24,016
-133,458
-85% -$14.7M 0.03% 439
2022
Q1 		$17.4M Hold
157,474
– – 0.92% 14
2021
Q4 		$17.4M Hold
157,474
– – 0.91% 13
2021
Q3 		$17.4M Hold
157,474
– – 0.96% 11
2021
Q2 		$17.4M Hold
157,474
– – 1% 11
2021
Q1 		$17.4M Hold
157,474
– – 1.05% 11
2020
Q4 		$17.4M Hold
157,474
– – 1.17% 10
2020
Q3 		$17.4M Hold
157,474
– – 1.58% 8
2020
Q2 		$17.4M Hold
157,474
– – 1.84% 9
2020
Q1 		$17.4M Hold
157,474
– – 2.75% 5
2019
Q4 		$17.4M Hold
157,474
– – 2.55% 7
2019
Q3 		$17.4M Hold
157,474
– – 2.02% 10
2019
Q2 		$17.4M Hold
157,474
– – 1.6% 10
2019
Q1 		$17.4M Hold
157,474
– – 1.34% 12
2018
Q4 		$17.4M Buy
+157,474
New +$17.4M 1.3% 10

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York Life Investment Management's SHV Position: Q2 2026 in Review

New York Life Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 66,874 shares — an estimated $7.38M sold.

New York Life Investment Management first reported a position in SHV in Q4 2018 and held it in 27 quarters. The position peaked at $46.2M in Q1 2023. 612 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • New York Life Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • New York Life Investment Management sold 66,874 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.38M.
  • New York Life Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 27 quarters.
  • New York Life Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $46.2M in Q1 2023.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.