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Pecaut & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Pecaut & Co’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
Q1 		– Sell
-4,437
Closed -$489K – 71
2025
Q4 		$489K Sell
4,437
-266
-6% -$29.3K 0.16% 55
2025
Q3 		$520K Sell
4,703
-453
-9% -$50K 0.17% 57
2025
Q2 		$569K Hold
5,156
– – 0.19% 57
2025
Q1 		$570K Sell
5,156
-237
-4% -$26.1K 0.19% 55
2024
Q4 		$594K Hold
5,393
– – 0.2% 53
2024
Q3 		$597K Hold
5,393
– – 0.21% 51
2024
Q2 		$596K Hold
5,393
– – 0.23% 50
2024
Q1 		$596K Sell
5,393
-10
-0.2% -$1.1K 0.22% 53
2023
Q4 		$595K Hold
5,403
– – 0.24% 53
2023
Q3 		$597K Hold
5,403
– – 0.25% 51
2023
Q2 		$597K Sell
5,403
-133
-2% -$14.7K 0.25% 50
2023
Q1 		$612K Buy
5,536
+98
+2% +$10.8K 0.28% 55
2022
Q4 		$598K Hold
5,438
– – 0.28% 53
2022
Q3 		$598K Buy
5,438
+445
+9% +$49K 0.32% 50
2022
Q2 		$550K Hold
4,993
– – 0.31% 50
2022
Q1 		$550K Hold
4,993
– – 0.27% 52
2021
Q4 		$551K Sell
4,993
-992
-17% -$110K 0.28% 47
2021
Q3 		$661K Sell
5,985
-790
-12% -$87.3K 0.39% 42
2021
Q2 		$749K Hold
6,775
– – 0.49% 33
2021
Q1 		$749K Buy
+6,775
New +$749K 0.54% 27
2020
Q3 		– Sell
-995
Closed -$110K – 62
2020
Q2 		$110K Hold
995
– – 0.09% 53
2020
Q1 		$110K Sell
995
-995
-50% -$110K 0.1% 51
2019
Q4 		$220K Buy
+1,990
New +$220K 0.14% 55

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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Pecaut & Co's SHV Position: Q1 2026 in Review

Pecaut & Co sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 4,437 shares — an estimated $489K sold.

Pecaut & Co first reported a position in SHV in Q4 2019 and held it in 23 quarters. The position peaked at $749K in Q2 2021. 741 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Pecaut & Co reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Pecaut & Co sold 4,437 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $489K.
  • Pecaut & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 23 quarters.
  • Pecaut & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $749K in Q2 2021.
  • 741 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Pecaut & Co's 13F filing for Q1 2026, filed 11 May 2026.