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

Rehmann Capital Advisory 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 Q1	$1.35M	Buy	12,221 +67	+0.6%	+$7.39K	0.07%	198
2025 Q4	$1.34M	Buy	12,154 +20	+0.2%	+$2.21K	0.07%	191
2025 Q3	$1.34M	Buy	12,134 +275	+2%	+$30.3K	0.07%	184
2025 Q2	$1.31M	Sell	11,859 -240	-2%	-$26.5K	0.08%	172
2025 Q1	$1.34M	Sell	12,099 -69	-0.6%	-$7.61K	0.08%	176
2024 Q4	$1.34M	Buy	12,168 +18	+0.1%	+$1.99K	0.08%	168
2024 Q3	$1.34M	Buy	12,150 +1,055	+10%	+$116K	0.09%	170
2024 Q2	$1.23M	Buy	11,095 +122	+1%	+$13.5K	0.09%	178
2024 Q1	$1.21M	Buy	10,973 +483	+5%	+$53.3K	0.09%	178
2023 Q4	$1.16M	Sell	10,490 -23	-0.2%	-$2.54K	0.1%	166
2023 Q3	$1.16M	Buy	10,513 +204	+2%	+$22.5K	0.11%	148
2023 Q2	$1.14M	Buy	10,309 +3,432	+50%	+$378K	0.1%	167
2023 Q1	$760K	Buy	+6,877	New	+$758K	0.07%	232
2022 Q4	–	Sell	-1,944	Closed	-$214K	–	578
2022 Q3	$214K	Buy	+1,944	New	+$214K	0.02%	470
2019 Q3	–	Sell	-9	Closed	-$1.03K	–	2044
2019 Q2	$1.03K	Hold	9	–	–	﹤0.01%	1921
2019 Q1	$1.03K	Buy	+9	New	+$994	﹤0.01%	1924
2018 Q4	–	Sell	-9	Closed	-$1.01K	–	2074
2018 Q3	$1.01K	Hold	9	–	–	﹤0.01%	1979
2018 Q2	$1.01K	Sell	9 -151	-94%	-$16.7K	﹤0.01%	1966
2018 Q1	$18K	Buy	+160	New	+$17.6K	﹤0.01%	1113
2015 Q4	–	Sell	-25,952	Closed	-$2.86M	–	358
2015 Q3	$2.86M	Buy	+25,952	New	+$2.86M	0.65%	34
2015 Q1	–	Sell	-2,075	Closed	-$229K	–	356
2014 Q4	$229K	Buy	+2,075	New	+$229K	0.05%	287
2014 Q3	–	Sell	-2,455	Closed	-$271K	–	349
2014 Q2	$271K	Sell	2,455 -160	-6%	-$17.6K	0.06%	253
2014 Q1	$288K	Sell	2,615 -561	-18%	-$61.8K	0.08%	220
2013 Q4	$350K	Sell	3,176 -562	-15%	-$62K	0.11%	178
2013 Q3	$412K	Sell	3,738 -684	-15%	-$75.4K	0.13%	146
2013 Q2	$487K	Buy	+4,422	New	+$487K	0.17%	111

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rehmann Capital Advisory Group's SHV Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.55% in Q1 2026, buying an estimated $7.39K and bringing the position to 12,221 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #198.

Rehmann Capital Advisory Group first reported a position in SHV in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.86M in Q3 2015. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Rehmann Capital Advisory Group held 12,221 shares of iShares 0-1 Year Treasury Bond ETF worth $1.35M as of Q1 2026.
Rehmann Capital Advisory Group bought 67 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.39K.
iShares 0-1 Year Treasury Bond ETF made up 0.07% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #198 holding.
Rehmann Capital Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 26 quarters since.
Rehmann Capital Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $2.86M in Q3 2015.
737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.