Sicart Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $569K | Hold |
5,150
| – | – | 0.15% | 52 |
|
|
2025
Q4 | $567K | Hold |
5,150
| – | – | 0.15% | 51 |
|
|
2025
Q3 | $569K | Hold |
5,150
| – | – | 0.15% | 51 |
|
|
2025
Q2 | $569K | Hold |
5,150
| – | – | 0.2% | 47 |
|
|
2025
Q1 | $569K | Hold |
5,150
| – | – | 0.2% | 47 |
|
|
2024
Q4 | $567K | Sell |
5,150
-1,500
| -23% | -$165K | 0.2% | 48 |
|
|
2024
Q3 | $736K | Hold |
6,650
| – | – | 0.26% | 48 |
|
|
2024
Q2 | $735K | Sell |
6,650
-5,950
| -47% | -$656K | 0.28% | 48 |
|
|
2024
Q1 | $1.39M | Sell |
12,600
-1,000
| -7% | -$110K | 0.51% | 43 |
|
|
2023
Q4 | $1.5M | Hold |
13,600
| – | – | 0.57% | 40 |
|
|
2023
Q3 | $1.5M | Sell |
13,600
-2,700
| -17% | -$298K | 0.59% | 41 |
|
|
2023
Q2 | $1.8M | Sell |
16,300
-200
| -1% | -$22K | 0.7% | 39 |
|
|
2023
Q1 | $1.82M | Sell |
16,500
-1,200
| -7% | -$132K | 0.71% | 39 |
|
|
2022
Q4 | $1.95M | Buy |
17,700
+7,450
| +73% | +$819K | 0.69% | 37 |
|
|
2022
Q3 | $1.13M | Buy |
10,250
+200
| +2% | +$22K | 0.4% | 43 |
|
|
2022
Q2 | $1.11M | Sell |
10,050
-470
| -4% | -$51.8K | 0.34% | 47 |
|
|
2022
Q1 | $1.16M | Sell |
10,520
-50
| -0.5% | -$5.51K | 0.3% | 49 |
|
|
2021
Q4 | $1.17M | Sell |
10,570
-50
| -0.5% | -$5.52K | 0.3% | 47 |
|
|
2021
Q3 | $1.17M | Hold |
10,620
| – | – | 0.32% | 44 |
|
|
2021
Q2 | $1.17M | Hold |
10,620
| – | – | 0.28% | 46 |
|
|
2021
Q1 | $1.17M | Hold |
10,620
| – | – | 0.31% | 42 |
|
|
2020
Q4 | $1.17M | Hold |
10,620
| – | – | 0.29% | 47 |
|
|
2020
Q3 | $1.18M | Hold |
10,620
| – | – | 0.35% | 47 |
|
|
2020
Q2 | $1.18M | Hold |
10,620
| – | – | 0.38% | 48 |
|
|
2020
Q1 | $1.18M | Sell |
10,620
-4,850
| -31% | -$537K | 0.45% | 43 |
|
|
2019
Q4 | $1.71M | Buy |
15,470
+5,300
| +52% | +$586K | 0.57% | 36 |
|
|
2019
Q3 | $1.13M | Buy |
10,170
+3,600
| +55% | +$398K | 0.37% | 39 |
|
|
2019
Q2 | $727K | Sell |
6,570
-350
| -5% | -$38.7K | 0.3% | 50 |
|
|
2019
Q1 | $765K | Hold |
6,920
| – | – | 0.32% | 52 |
|
|
2018
Q4 | $763K | Hold |
6,920
| – | – | 0.37% | 51 |
|
|
2018
Q3 | $766K | Hold |
6,920
| – | – | 0.37% | 52 |
|
|
2018
Q2 | $764K | Buy |
6,920
+620
| +10% | +$68.4K | 0.4% | 53 |
|
|
2018
Q1 | $695K | Buy |
6,300
+1,800
| +40% | +$198K | 0.42% | 52 |
|
|
2017
Q4 | $496K | Buy |
+4,500
| New | +$496K | 0.26% | 70 |
|
Other funds holding SHV
MW
Sicart Associates's SHV Position: Q1 2026 in Review
Sicart Associates held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 5,150 shares worth $569K. The position accounts for 0.15% of the portfolio, ranked #52.
Sicart Associates first reported a position in SHV in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.95M in Q4 2022. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.
- Sicart Associates held 5,150 shares of iShares 0-1 Year Treasury Bond ETF worth $569K as of Q1 2026.
- Sicart Associates left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
- iShares 0-1 Year Treasury Bond ETF made up 0.15% of Sicart Associates's portfolio in Q1 2026, its #52 holding.
- Sicart Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Sicart Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $1.95M in Q4 2022.
- 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.
Based on Sicart Associates's 13F filing for Q1 2026, filed 21 Apr 2026.