Penserra Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Penserra Capital 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	$46.6M	Buy	+422,712	New	+$46.6M	0.36%	110
2025 Q4	–	Sell	-101,497	Closed	-$11.2M	–	1130
2025 Q3	$11.2M	Sell	101,497 -93,751	-48%	-$10.3M	0.13%	174
2025 Q2	$21.6M	Buy	+195,248	New	+$21.5M	0.3%	72
2024 Q3	–	Sell	-83,774	Closed	-$9.26M	–	1290
2024 Q2	$9.26M	Buy	83,774 +22,457	+37%	+$2.48M	0.12%	163
2024 Q1	$6.78M	Buy	61,317 +61,250	+91,418%	+$6.76M	0.09%	196
2023 Q4	$7K	Sell	67 -1	-1%	-$110	﹤0.01%	1145
2023 Q3	$7K	Sell	68 -111	-62%	-$12.2K	﹤0.01%	1136
2023 Q2	$19K	Buy	+179	New	+$19.7K	﹤0.01%	1155
2021 Q1	–	Sell	-38,808	Closed	-$4.29M	–	1146
2020 Q4	$4.29M	Buy	38,808 +13,447	+53%	+$1.49M	0.1%	207
2020 Q3	$2.81M	Buy	+25,361	New	+$2.81M	0.11%	185

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

Penserra Capital Management's SHV Position: Q2 2026 in Review

Penserra Capital Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 422,712 shares worth $46.6M. The stake represents 0.36% of the portfolio and ranks #110 among its holdings. This is a return to the name: Penserra Capital Management previously reported a position in SHV as recently as Q3 2025.

Penserra Capital Management first reported a position in SHV in Q3 2020 and has held it in 10 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Penserra Capital Management held 422,712 shares of iShares 0-1 Year Treasury Bond ETF worth $46.6M as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Penserra Capital Management position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.36% of Penserra Capital Management's portfolio in Q2 2026, its #110 holding.
Penserra Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 10 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.