Partners Capital Investment Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Partners Capital Investment Group’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	$6.45M	Buy	58,476 +519	+0.9%	+$57.2K	0.23%	48
2026 Q1	$6.4M	Buy	57,957 +339	+0.6%	+$37.4K	0.24%	47
2025 Q4	$6.35M	Sell	57,618 -3,872	-6%	-$427K	0.24%	46
2025 Q3	$6.79M	Buy	61,490 +585	+1%	+$64.5K	0.27%	44
2025 Q2	$6.73M	Sell	60,905 -59,694	-49%	-$6.58M	0.27%	44
2025 Q1	$13.3M	Buy	120,599 +70,161	+139%	+$7.74M	0.23%	51
2024 Q4	$5.55M	Sell	50,438 -110,531	-69%	-$12.2M	0.15%	54
2024 Q3	$17.8M	Buy	160,969 +155,576	+2,885%	+$17.2M	0.28%	43
2024 Q2	$596K	Sell	5,393 -31,123	-85%	-$3.43M	0.01%	154
2024 Q1	$4.04M	Buy	+36,516	New	+$4.03M	0.11%	88

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Partners Capital Investment Group's SHV Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.9% in Q2 2026, buying an estimated $57.2K and bringing the position to 58,476 shares worth $6.45M. The position accounts for 0.23% of the portfolio, ranked #48.

Partners Capital Investment Group first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.8M in Q3 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Partners Capital Investment Group held 58,476 shares of iShares 0-1 Year Treasury Bond ETF worth $6.45M as of Q2 2026.
Partners Capital Investment Group bought 519 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $57.2K.
iShares 0-1 Year Treasury Bond ETF made up 0.23% of Partners Capital Investment Group's portfolio in Q2 2026, its #48 holding.
Partners Capital Investment Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Partners Capital Investment Group's iShares 0-1 Year Treasury Bond ETF position peaked at $17.8M in Q3 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.