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Probity Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Probity Advisors’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 		$365K Sell
3,306
-75
-2% -$8.27K 0.06% 184
2025
Q4 		$372K Hold
3,381
– – 0.06% 181
2025
Q3 		$374K Hold
3,381
– – 0.06% 182
2025
Q2 		$373K Hold
3,381
– – 0.07% 181
2025
Q1 		$373K Sell
3,381
-4,693
-58% -$518K 0.07% 171
2024
Q4 		$889K Sell
8,074
-2,178
-21% -$240K 0.17% 100
2024
Q3 		$1.13M Hold
10,252
– – 0.22% 88
2024
Q2 		$1.13M Sell
10,252
-860
-8% -$94.8K 0.23% 75
2024
Q1 		$1.23M Sell
11,112
-4,236
-28% -$467K 0.25% 74
2023
Q4 		$1.69M Sell
15,348
-758
-5% -$83.6K 0.37% 52
2023
Q3 		$1.78M Sell
16,106
-920
-5% -$101K 0.41% 39
2023
Q2 		$1.88M Buy
+17,026
New +$1.88M 0.41% 40
2022
Q4 		$1.91M Buy
17,338
+4,298
+33% +$472K 0.43% 41
2022
Q3 		$1.43M Sell
13,040
-718
-5% -$79K 0.36% 47
2022
Q2 		$1.51M Sell
13,758
-100
-0.7% -$11K 0.35% 49
2022
Q1 		$1.53M Sell
13,858
-10
-0.1% -$1.1K 0.32% 57
2021
Q4 		$1.53M Sell
13,868
-3,788
-21% -$418K 0.3% 62
2021
Q3 		$1.95M Buy
17,656
+2,051
+13% +$227K 0.4% 51
2021
Q2 		$1.72M Sell
15,605
-2,783
-15% -$308K 0.36% 51
2021
Q1 		$2.03M Buy
+18,388
New +$2.03M 0.45% 45
2020
Q3 		$1.56M Sell
14,107
-2,475
-15% -$274K 0.44% 49
2020
Q2 		$1.84M Buy
16,582
+7,458
+82% +$826K 0.57% 37
2020
Q1 		$1.01M Buy
9,124
+4,233
+87% +$468K 0.37% 55
2019
Q4 		$540K Sell
4,891
-2,736
-36% -$302K 0.16% 109
2019
Q3 		$844K Sell
7,627
-2,037
-21% -$225K 0.27% 75
2019
Q2 		$1.07M Buy
9,664
+5,805
+150% +$641K 0.35% 61
2019
Q1 		$427K Sell
3,859
-191
-5% -$21.1K 0.15% 120
2018
Q4 		$447K Buy
+4,050
New +$447K 0.17% 104
2016
Q3 		– Sell
-2,229
Closed -$246K – 140
2016
Q2 		$246K Buy
+2,229
New +$246K 0.11% 120

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

Probity Advisors's SHV Position: Q1 2026 in Review

Probity Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.2% in Q1 2026, selling an estimated $8.27K and leaving 3,306 shares worth $365K. The position accounts for 0.06% of the portfolio, ranked #184.

Probity Advisors first reported a position in SHV in Q2 2016 and has held it in 29 quarters since. The position peaked at $2.03M in Q1 2021. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Probity Advisors held 3,306 shares of iShares 0-1 Year Treasury Bond ETF worth $365K as of Q1 2026.
  • Probity Advisors sold 75 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $8.27K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of Probity Advisors's portfolio in Q1 2026, its #184 holding.
  • Probity Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2016 and has held it in 29 quarters since.
  • Probity Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.03M in Q1 2021.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.