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

Savant Capital’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 		$1.47M Buy
13,352
+7,143
+115% +$787K ﹤0.01% 712
2026
Q1 		$685K Hold
6,209
– – ﹤0.01% 763
2025
Q4 		$684K Buy
6,209
+1,601
+35% +$177K ﹤0.01% 709
2025
Q3 		$509K Sell
4,608
-815
-15% -$89.9K ﹤0.01% 792
2025
Q2 		$599K Buy
5,423
+1,631
+43% +$180K ﹤0.01% 686
2025
Q1 		$419K Sell
3,792
-3,489
-48% -$385K ﹤0.01% 718
2024
Q4 		$802K Buy
7,281
+4,756
+188% +$524K 0.01% 733
2024
Q3 		$279K Buy
+2,525
New +$279K ﹤0.01% 1119
2022
Q2 		– Sell
-5,259
Closed -$580K – 590
2022
Q1 		$580K Buy
+5,259
New +$580K 0.02% 332

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
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Savant Capital's SHV Position: Q2 2026 in Review

Savant Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 115% in Q2 2026, buying an estimated $787K and bringing the position to 13,352 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Savant Capital first reported a position in SHV in Q1 2022 and has held it in 9 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Savant Capital held 13,352 shares of iShares 0-1 Year Treasury Bond ETF worth $1.47M as of Q2 2026.
  • Savant Capital bought 7,143 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $787K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #712 holding.
  • Savant Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.