Stifel Financial
SHV icon

Stifel Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stifel Financial’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 		$74.2M Sell
672,540
-212,139
-24% -$23.4M 0.06% 299
2026
Q1 		$97.7M Buy
884,679
+11,620
+1% +$1.28M 0.09% 231
2025
Q4 		$96.2M Buy
873,059
+164,036
+23% +$18.1M 0.09% 229
2025
Q3 		$78.3M Buy
709,023
+78,629
+12% +$8.67M 0.07% 269
2025
Q2 		$69.6M Buy
630,394
+29,813
+5% +$3.29M 0.07% 284
2025
Q1 		$66.3M Buy
600,581
+30,214
+5% +$3.33M 0.07% 268
2024
Q4 		$62.8M Sell
570,367
-28,688
-5% -$3.16M 0.07% 278
2024
Q3 		$66.3M Buy
599,055
+29,814
+5% +$3.29M 0.07% 270
2024
Q2 		$62.9M Buy
569,241
+74,736
+15% +$8.24M 0.07% 265
2024
Q1 		$54.7M Sell
494,505
-27,537
-5% -$3.04M 0.06% 287
2023
Q4 		$57.5M Sell
522,042
-10,023
-2% -$1.1M 0.07% 255
2023
Q3 		$58.8M Sell
532,065
-38,086
-7% -$4.2M 0.08% 239
2023
Q2 		$63M Buy
570,151
+11,503
+2% +$1.27M 0.09% 231
2023
Q1 		$61.7M Buy
558,648
+93,453
+20% +$10.3M 0.09% 227
2022
Q4 		$51.1M Buy
465,195
+72,711
+19% +$7.99M 0.08% 247
2022
Q3 		$43.2M Sell
392,484
-14,229
-3% -$1.57M 0.07% 266
2022
Q2 		$44.8M Buy
406,713
+58,015
+17% +$6.39M 0.07% 260
2022
Q1 		$38.4M Buy
348,698
+173,411
+99% +$19.1M 0.05% 305
2021
Q4 		$19.4M Buy
175,287
+20,370
+13% +$2.25M 0.03% 515
2021
Q3 		$17.1M Buy
154,917
+15,341
+11% +$1.69M 0.03% 523
2021
Q2 		$15.4M Sell
139,576
-10,195
-7% -$1.13M 0.02% 543
2021
Q1 		$16.6M Buy
149,771
+52,715
+54% +$5.83M 0.03% 488
2020
Q4 		$10.7M Sell
97,056
-24,270
-20% -$2.68M 0.02% 583
2020
Q3 		$13.4M Sell
121,326
-1,570,023
-93% -$174M 0.03% 449
2020
Q2 		$187M Sell
1,691,349
-127,638
-7% -$14.1M 0.43% 60
2020
Q1 		$202M Sell
1,818,987
-28,801
-2% -$3.19M 0.56% 37
2019
Q4 		$204M Buy
1,847,788
+299,993
+19% +$33.2M 0.43% 55
2019
Q3 		$171M Buy
1,547,795
+213,535
+16% +$23.6M 0.44% 47
2019
Q2 		$148M Sell
1,334,260
-246,077
-16% -$27.2M 0.38% 55
2019
Q1 		$175M Buy
1,580,337
+125,805
+9% +$13.9M 0.49% 38
2018
Q4 		$161M Buy
1,454,532
+1,012,754
+229% +$112M 0.52% 33
2018
Q3 		$48.9M Buy
441,778
+79,375
+22% +$8.76M 0.14% 165
2018
Q2 		$40.1M Sell
362,403
-11,768
-3% -$1.3M 0.12% 175
2018
Q1 		$41.3M Buy
374,171
+69,408
+23% +$7.65M 0.13% 169
2017
Q4 		$33.6M Buy
304,763
+300,255
+6,660% +$33.1M 0.11% 200
2017
Q3 		$498K Sell
4,508
-3,650
-45% -$403K ﹤0.01% 1889
2017
Q2 		$901K Buy
8,158
+2,890
+55% +$319K ﹤0.01% 1527
2017
Q1 		$584K Sell
5,268
-13,160
-71% -$1.45M ﹤0.01% 1724
2016
Q4 		$2.03M Sell
18,428
-21,486
-54% -$2.37M 0.01% 1027
2016
Q3 		$4.41M Sell
39,914
-220
-0.5% -$24.3K 0.02% 680
2016
Q2 		$4.43M Buy
40,134
+33,670
+521% +$3.72M 0.02% 648
2016
Q1 		$713K Buy
6,464
+3,523
+120% +$389K ﹤0.01% 1405
2015
Q4 		$324K Buy
+2,941
New +$324K ﹤0.01% 1871

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

Stifel Financial's SHV Position: Q2 2026 in Review

Stifel Financial reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 24% in Q2 2026, selling an estimated $23.4M and leaving 672,540 shares worth $74.2M. The position accounts for 0.06% of the portfolio, ranked #299.

Stifel Financial first reported a position in SHV in Q4 2015 and has held it in 43 quarters since. The position peaked at $204M in Q4 2019. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Stifel Financial held 672,540 shares of iShares 0-1 Year Treasury Bond ETF worth $74.2M as of Q2 2026.
  • Stifel Financial sold 212,139 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $23.4M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of Stifel Financial's portfolio in Q2 2026, its #299 holding.
  • Stifel Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • Stifel Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $204M in Q4 2019.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.