SQA
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Simon Quick Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Simon Quick Advisors’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 		$19.8M Buy
179,338
+38
+0% +$4.19K 0.8% 22
2026
Q1 		$19.8M Sell
179,300
-4,559
-2% -$503K 0.91% 21
2025
Q4 		$20.3M Sell
183,859
-448
-0.2% -$49.4K 0.88% 22
2025
Q3 		$20.4M Sell
184,307
-422
-0.2% -$46.5K 0.92% 21
2025
Q2 		$20.4M Sell
184,729
-1,353
-0.7% -$149K 1.03% 19
2025
Q1 		$20.6M Buy
186,082
+1
+0% +$110 1.17% 16
2024
Q4 		$20.5M Buy
186,081
+12
+0% +$1.32K 1.23% 15
2024
Q3 		$20.6M Sell
186,069
-440
-0.2% -$48.6K 1.3% 16
2024
Q2 		$20.6M Sell
186,509
-1,170
-0.6% -$129K 1.46% 15
2024
Q1 		$20.7M Sell
187,679
-1,640
-0.9% -$181K 1.55% 14
2023
Q4 		$20.8M Sell
189,319
-3,631
-2% -$400K 1.84% 12
2023
Q3 		$21.3M Buy
192,950
+4,515
+2% +$498K 2.01% 11
2023
Q2 		$20.8M Buy
188,435
+127,868
+211% +$14.1M 1.92% 11
2023
Q1 		$6.69M Buy
+60,567
New +$6.67M 0.73% 28
2020
Q2 		– Sell
-1,242
Closed -$138K – 497
2020
Q1 		$138K Buy
+1,242
New +$137K 0.05% 101
2019
Q1 		– Sell
-2,378
Closed -$262K – 441
2018
Q4 		$262K Buy
2,378
+2,016
+557% +$222K 0.1% 61
2018
Q3 		$40K Buy
362
+58
+19% +$6.4K 0.02% 191
2018
Q2 		$33K Hold
304
– – 0.01% 214
2018
Q1 		$34K Buy
304
+20
+7% +$2.21K 0.01% 193
2017
Q4 		$31K Buy
284
+159
+127% +$17.5K 0.01% 275
2017
Q3 		$14K Buy
125
+68
+119% +$7.5K 0.01% 392
2017
Q2 		$6K Buy
57
+27
+90% +$2.98K ﹤0.01% 254
2017
Q1 		$3K Buy
+30
New +$3.31K ﹤0.01% 304

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

Simon Quick Advisors's SHV Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.02% in Q2 2026, buying an estimated $4.19K and bringing the position to 179,338 shares worth $19.8M. The position accounts for 0.8% of the portfolio, ranked #22.

Simon Quick Advisors first reported a position in SHV in Q1 2017 and has held it in 23 quarters since. The position peaked at $21.3M in Q3 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Simon Quick Advisors held 179,338 shares of iShares 0-1 Year Treasury Bond ETF worth $19.8M as of Q2 2026.
  • Simon Quick Advisors bought 38 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.19K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.8% of Simon Quick Advisors's portfolio in Q2 2026, its #22 holding.
  • Simon Quick Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2017 and has held it in 23 quarters since.
  • Simon Quick Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $21.3M in Q3 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.