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Stanley-Laman Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stanley-Laman 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
Q1 		$434K Sell
3,934
-10
-0.3% -$1.1K 0.05% 225
2025
Q4 		$434K Buy
3,944
+640
+19% +$70.6K 0.06% 230
2025
Q3 		$365K Sell
3,304
-86
-3% -$9.48K 0.05% 222
2025
Q2 		$374K Sell
3,390
-69
-2% -$7.61K 0.06% 211
2025
Q1 		$382K Buy
3,459
+289
+9% +$31.9K 0.06% 218
2024
Q4 		$349K Buy
3,170
+669
+27% +$73.8K 0.05% 231
2024
Q3 		$277K Hold
2,501
– – 0.04% 248
2024
Q2 		$276K Buy
+2,501
New +$276K 0.04% 239
2020
Q4 		– Sell
-2,116
Closed -$234K – 255
2020
Q3 		$234K Sell
2,116
-2,074
-49% -$230K 0.05% 216
2020
Q2 		$464K Buy
4,190
+4
+0.1% +$443 0.11% 187
2020
Q1 		$465K Buy
4,186
+96
+2% +$10.6K 0.14% 182
2019
Q4 		$452K Buy
4,090
+542
+15% +$59.9K 0.11% 205
2019
Q3 		$392K Buy
3,548
+184
+5% +$20.3K 0.1% 210
2019
Q2 		$372K Sell
3,364
-32
-0.9% -$3.54K 0.09% 218
2019
Q1 		$376K Buy
3,396
+459
+16% +$50.7K 0.09% 218
2018
Q4 		$324K Buy
2,937
+96
+3% +$10.6K 0.09% 225
2018
Q3 		$314K Hold
2,841
– – 0.08% 193
2018
Q2 		$314K Sell
2,841
-159
-5% -$17.5K 0.07% 236
2018
Q1 		$331K Buy
3,000
+5
+0.2% +$551 0.08% 233
2017
Q4 		$330K Sell
2,995
-614
-17% -$67.7K 0.07% 245
2017
Q3 		$398K Sell
3,609
-172
-5% -$19K 0.11% 183
2017
Q2 		$417K Sell
3,781
-10,646
-74% -$1.17M 0.11% 173
2017
Q1 		$1.59M Sell
14,427
-14,080
-49% -$1.55M 0.43% 73
2016
Q4 		$3.14M Sell
28,507
-3,712
-12% -$410K 0.97% 14
2016
Q3 		$3.56M Sell
32,219
-1,990
-6% -$220K 1.46% 8
2016
Q2 		$3.78M Sell
34,209
-21,353
-38% -$2.36M 1.48% 10
2016
Q1 		$6.13M Buy
+55,562
New +$6.13M 1.15% 14

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

Stanley-Laman Group's SHV Position: Q1 2026 in Review

Stanley-Laman Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.25% in Q1 2026, selling an estimated $1.1K and leaving 3,934 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #225.

Stanley-Laman Group first reported a position in SHV in Q1 2016 and has held it in 27 quarters since. The position peaked at $6.13M in Q1 2016. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Stanley-Laman Group held 3,934 shares of iShares 0-1 Year Treasury Bond ETF worth $434K as of Q1 2026.
  • Stanley-Laman Group sold 10 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.1K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Stanley-Laman Group's portfolio in Q1 2026, its #225 holding.
  • Stanley-Laman Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2016 and has held it in 27 quarters since.
  • Stanley-Laman Group's iShares 0-1 Year Treasury Bond ETF position peaked at $6.13M in Q1 2016.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Stanley-Laman Group's 13F filing for Q1 2026, filed 16 Apr 2026.