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Principal Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Principal Securities’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 		$15.2M Buy
137,329
+113,041
+465% +$12.5M 0.22% 89
2025
Q4 		$2.68M Buy
24,288
+3,469
+17% +$383K 0.04% 382
2025
Q3 		$2.3M Buy
20,819
+500
+2% +$55.1K 0.04% 405
2025
Q2 		$2.24M Sell
20,319
-4,230
-17% -$466K 0.04% 377
2025
Q1 		$2.7M Buy
24,549
+5
+0% +$551 0.06% 290
2024
Q4 		$2.7M Buy
24,544
+2,165
+10% +$239K 0.06% 289
2024
Q3 		$2.48M Sell
22,379
-18,648
-45% -$2.06M 0.06% 284
2024
Q2 		$4.53M Buy
41,027
+18,780
+84% +$2.07M 0.12% 153
2024
Q1 		$2.46M Buy
22,247
+9,390
+73% +$1.04M 0.08% 244
2023
Q4 		$1.42M Buy
+12,857
New +$1.42M 0.05% 322

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Securities's SHV Position: Q1 2026 in Review

Principal Securities increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 465% in Q1 2026, buying an estimated $12.5M and bringing the position to 137,329 shares worth $15.2M. The position accounts for 0.22% of the portfolio, ranked #89.

Principal Securities first reported a position in SHV in Q4 2023 and has held it in 10 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Principal Securities held 137,329 shares of iShares 0-1 Year Treasury Bond ETF worth $15.2M as of Q1 2026.
  • Principal Securities bought 113,041 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $12.5M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.22% of Principal Securities's portfolio in Q1 2026, its #89 holding.
  • Principal Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.