SC
SHV icon

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

Scotia 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
Q1 		$6.56M Sell
59,386
-5,326
-8% -$587K 0.03% 264
2025
Q4 		$7.13M Sell
64,712
-5,006
-7% -$552K 0.03% 252
2025
Q3 		$7.7M Buy
69,718
+578
+0.8% +$63.7K 0.03% 233
2025
Q2 		$7.63M Buy
69,140
+22,921
+50% +$2.53M 0.04% 224
2025
Q1 		$5.11M Buy
46,219
+4,819
+12% +$532K 0.03% 260
2024
Q4 		$4.56M Buy
41,400
+8,420
+26% +$929K 0.02% 280
2024
Q3 		$3.65M Buy
32,980
+9,438
+40% +$1.04M 0.02% 316
2024
Q2 		$2.6M Buy
23,542
+6,566
+39% +$724K 0.02% 344
2024
Q1 		$1.88M Sell
16,976
-5,092
-23% -$562K 0.01% 383
2023
Q4 		$2.43M Sell
22,068
-7,428
-25% -$819K 0.02% 328
2023
Q3 		$3.26M Sell
29,496
-25,730
-47% -$2.84M 0.02% 281
2023
Q2 		$6.1M Buy
55,226
+4,671
+9% +$515K 0.04% 200
2023
Q1 		$5.59M Sell
50,555
-37,770
-43% -$4.16M 0.04% 209
2022
Q4 		$9.71M Buy
88,325
+5,826
+7% +$640K 0.07% 151
2022
Q3 		$9.07M Buy
82,499
+14,762
+22% +$1.62M 0.07% 156
2022
Q2 		$7.46M Buy
67,737
+4,300
+7% +$474K 0.06% 182
2022
Q1 		$6.99M Sell
63,437
-38,519
-38% -$4.25M 0.04% 208
2021
Q4 		$11.3M Buy
101,956
+6,991
+7% +$772K 0.07% 154
2021
Q3 		$10.5M Buy
94,965
+1,375
+1% +$152K 0.08% 148
2021
Q2 		$10.3M Sell
93,590
-4,808
-5% -$531K 0.08% 152
2021
Q1 		$10.9M Sell
98,398
-20,230
-17% -$2.24M 0.09% 137
2020
Q4 		$13.1M Buy
118,628
+3,310
+3% +$366K 0.12% 118
2020
Q3 		$12.8M Buy
115,318
+1,706
+2% +$189K 0.14% 109
2020
Q2 		$12.6M Sell
113,612
-5,986
-5% -$663K 0.18% 88
2020
Q1 		$13.3M Buy
119,598
+42,100
+54% +$4.66M 0.19% 86
2019
Q4 		$8.56M Sell
77,498
-16,048
-17% -$1.77M 0.1% 127
2019
Q3 		$10.3M Sell
93,546
-12,575
-12% -$1.39M 0.12% 106
2019
Q2 		$11.7M Buy
106,121
+6,702
+7% +$741K 0.14% 99
2019
Q1 		$11M Buy
99,419
+49,768
+100% +$5.5M 0.14% 98
2018
Q4 		$5.48M Sell
49,651
-111,250
-69% -$12.3M 0.08% 146
2018
Q3 		$17.8M Buy
160,901
+66,826
+71% +$7.38M 0.23% 75
2018
Q2 		$10.2M Buy
94,075
+110
+0.1% +$12.1K 0.14% 100
2018
Q1 		$10.4M Buy
93,965
+19,671
+26% +$2.17M 0.14% 100
2017
Q4 		$8.19M Sell
74,294
-11,182
-13% -$1.23M 0.11% 121
2017
Q3 		$9.43M Buy
85,476
+47,620
+126% +$5.25M 0.13% 108
2017
Q2 		$4.17M Sell
37,856
-22,605
-37% -$2.49M 0.07% 162
2017
Q1 		$6.69M Sell
60,461
-7,609
-11% -$839K 0.11% 125
2016
Q4 		$7.53M Buy
68,070
+40,098
+143% +$4.43M 0.12% 122
2016
Q3 		$3.09M Sell
27,972
-31,758
-53% -$3.51M 0.06% 225
2016
Q2 		$6.63M Sell
59,730
-7,716
-11% -$852K 0.13% 117
2016
Q1 		$7.45M Buy
67,446
+48,642
+259% +$5.37M 0.16% 100
2015
Q4 		$2.01M Hold
18,804
– – 0.05% 272
2015
Q3 		$2.08M Sell
18,804
-911
-5% -$100K 0.05% 247
2015
Q2 		$2.15M Sell
19,715
-11,051
-36% -$1.22M 0.04% 261
2015
Q1 		$3.4M Buy
30,766
+6,820
+28% +$752K 0.09% 153
2014
Q4 		$2.63M Buy
23,946
+5,226
+28% +$576K 0.07% 178
2014
Q3 		$2.06M Sell
18,720
-68,002
-78% -$7.5M 0.04% 220
2014
Q2 		$9.57M Buy
86,722
+6,256
+8% +$690K 0.21% 81
2014
Q1 		$8.87M Buy
80,466
+26,738
+50% +$2.95M 0.2% 76
2013
Q4 		$5.93M Sell
53,728
-39,481
-42% -$4.35M 0.14% 96
2013
Q3 		$10.3M Buy
93,209
+64,414
+224% +$7.1M 0.28% 61
2013
Q2 		$3.17M Buy
+28,795
New +$3.17M 0.12% 114

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

Scotia Capital's SHV Position: Q1 2026 in Review

Scotia Capital reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.2% in Q1 2026, selling an estimated $587K and leaving 59,386 shares worth $6.56M. The position accounts for 0.03% of the portfolio, ranked #264.

Scotia Capital first reported a position in SHV in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.8M in Q3 2018. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Scotia Capital held 59,386 shares of iShares 0-1 Year Treasury Bond ETF worth $6.56M as of Q1 2026.
  • Scotia Capital sold 5,326 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $587K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Scotia Capital's portfolio in Q1 2026, its #264 holding.
  • Scotia Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Scotia Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $17.8M in Q3 2018.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.