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

Sierra 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 		$856K Buy
7,754
+188
+2% +$20.7K 0.09% 134
2025
Q4 		$833K Sell
7,566
-910
-11% -$100K 0.09% 128
2025
Q3 		$937K Sell
8,476
-18,528
-69% -$2.04M 0.1% 132
2025
Q2 		$2.98M Sell
27,004
-76,152
-74% -$8.4M 0.34% 72
2025
Q1 		$11.4M Sell
103,156
-5,759
-5% -$635K 1.37% 20
2024
Q4 		$12M Buy
108,915
+81,329
+295% +$8.97M 1.42% 20
2024
Q3 		$3.05M Sell
27,586
-4,065
-13% -$449K 0.36% 69
2024
Q2 		$3.5M Buy
31,651
+1,708
+6% +$188K 0.47% 54
2024
Q1 		$3.31M Sell
29,943
-5,300
-15% -$585K 0.43% 58
2023
Q4 		$3.88M Sell
35,243
-44,580
-56% -$4.91M 0.57% 54
2023
Q3 		$8.82M Sell
79,823
-9,268
-10% -$1.02M 1.42% 21
2023
Q2 		$9.84M Sell
89,091
-84,648
-49% -$9.33M 1.56% 19
2023
Q1 		$19.2M Buy
173,739
+162,558
+1,454% +$17.9M 3.11% 6
2022
Q4 		$1.23M Buy
11,181
+9,055
+426% +$995K 0.21% 92
2022
Q3 		$234K Sell
2,126
-2,374
-53% -$261K 0.04% 163
2022
Q2 		$495K Hold
4,500
– – 0.09% 133
2022
Q1 		$496K Hold
4,500
– – 0.08% 142
2021
Q4 		$497K Hold
4,500
– – 0.07% 143
2021
Q3 		$497K Hold
4,500
– – 0.08% 133
2021
Q2 		$497K Hold
4,500
– – 0.09% 125
2021
Q1 		$497K Buy
+4,500
New +$497K 0.09% 122

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

Sierra Capital's SHV Position: Q1 2026 in Review

Sierra Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.5% in Q1 2026, buying an estimated $20.7K and bringing the position to 7,754 shares worth $856K. The position accounts for 0.09% of the portfolio, ranked #134.

Sierra Capital first reported a position in SHV in Q1 2021 and has held it in 21 quarters since. The position peaked at $19.2M in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Sierra Capital held 7,754 shares of iShares 0-1 Year Treasury Bond ETF worth $856K as of Q1 2026.
  • Sierra Capital bought 188 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $20.7K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.09% of Sierra Capital's portfolio in Q1 2026, its #134 holding.
  • Sierra Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Sierra Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $19.2M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

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