Schroder Investment Management Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Schroder Investment Management 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 Q2	$6.38M	Buy	57,793 +5,043	+10%	+$556K	﹤0.01%	746
2026 Q1	$5.82M	Buy	+52,750	New	+$5.82M	﹤0.01%	754
2018 Q4	–	Sell	-582,787	Closed	-$64.4M	–	1291
2018 Q3	$64.4M	Sell	582,787 -37,733	-6%	-$4.16M	0.11%	225
2018 Q2	$68.5M	Buy	+620,520	New	+$68.5M	0.12%	214
2016 Q3	–	Sell	-4,098	Closed	-$453K	–	1193
2016 Q2	$453K	Hold	4,098	–	–	﹤0.01%	977
2016 Q1	$452K	Hold	4,098	–	–	﹤0.01%	973
2015 Q4	$452K	Sell	4,098 -1,804,091	-100%	-$199M	﹤0.01%	983
2015 Q3	$199M	Buy	+1,808,189	New	+$199M	0.42%	48

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

Schroder Investment Management Group's SHV Position: Q2 2026 in Review

Schroder Investment Management Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.6% in Q2 2026, buying an estimated $556K and bringing the position to 57,793 shares worth $6.38M. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Schroder Investment Management Group first reported a position in SHV in Q3 2015 and has held it in 8 quarters since. The position peaked at $199M in Q3 2015. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Schroder Investment Management Group held 57,793 shares of iShares 0-1 Year Treasury Bond ETF worth $6.38M as of Q2 2026.
Schroder Investment Management Group bought 5,043 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $556K.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #746 holding.
Schroder Investment Management Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2015 and has held it in 8 quarters since.
Schroder Investment Management Group's iShares 0-1 Year Treasury Bond ETF position peaked at $199M in Q3 2015.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.