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

StoneX 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
Q2 		– Sell
-90,099
Closed -$9.95M – 1562
2026
Q1 		$9.95M Buy
90,099
+27,611
+44% +$3.04M 0.54% 29
2025
Q4 		$6.88M Sell
62,488
-32,716
-34% -$3.61M 0.3% 60
2025
Q3 		$10.5M Buy
95,204
+59,936
+170% +$6.61M 0.46% 36
2025
Q2 		$3.89M Buy
35,268
+6,286
+22% +$693K 0.19% 104
2025
Q1 		$3.2M Buy
28,982
+18,115
+167% +$2M 0.18% 118
2024
Q4 		$1.2M Buy
10,867
+7,997
+279% +$882K 0.07% 254
2024
Q3 		$318K Sell
2,870
-5,133
-64% -$566K 0.02% 455
2024
Q2 		$884K Buy
8,003
+4,393
+122% +$484K 0.07% 225
2024
Q1 		$399K Sell
3,610
-1,737
-32% -$192K 0.04% 362
2023
Q4 		$589K Buy
5,347
+424
+9% +$46.7K 0.06% 276
2023
Q3 		$544K Sell
4,923
-1,472
-23% -$162K 0.06% 278
2023
Q2 		$706K Buy
6,395
+2,570
+67% +$283K 0.07% 237
2023
Q1 		$423K Sell
3,825
-3,605
-49% -$397K 0.05% 327
2022
Q4 		$817K Sell
7,430
-20
-0.3% -$2.2K 0.1% 190
2022
Q3 		$820K Sell
7,450
-14
-0.2% -$1.54K 0.11% 174
2022
Q2 		$822K Sell
7,464
-490,257
-99% -$54M 0.1% 193
2022
Q1 		$54.9M Buy
497,721
+493,437
+11,518% +$54.4M 4.41% 1
2021
Q4 		$473K Buy
4,284
+1,377
+47% +$152K 0.05% 301
2021
Q3 		$321K Hold
2,907
– – 0.05% 345
2021
Q2 		$321K Hold
2,907
– – 0.05% 341
2021
Q1 		$321K Buy
2,907
+37
+1% +$4.09K 0.06% 283
2020
Q4 		$317K Hold
2,870
– – 0.07% 259
2020
Q3 		$318K Sell
2,870
-900
-24% -$99.6K 0.1% 224
2020
Q2 		$417K Buy
+3,770
New +$418K 0.16% 172

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

StoneX Group's SHV Position: Q2 2026 in Review

StoneX Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 90,099 shares — an estimated $9.95M sold.

StoneX Group first reported a position in SHV in Q2 2020 and held it in 24 quarters. The position peaked at $54.9M in Q1 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • StoneX Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • StoneX Group sold 90,099 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.95M.
  • StoneX Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 24 quarters.
  • StoneX Group's iShares 0-1 Year Treasury Bond ETF position peaked at $54.9M in Q1 2022.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.