Sugar Maple Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sugar Maple Asset Management’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	$270K	Hold	2,443	–	–	0.17%	72
2026 Q1	$270K	Hold	2,443	–	–	0.16%	75
2025 Q4	$269K	Sell	2,443 -72	-3%	-$7.94K	0.18%	70
2025 Q3	$278K	Sell	2,515 -227	-8%	-$25K	0.2%	68
2025 Q2	$303K	Hold	2,742	–	–	0.24%	57
2025 Q1	$303K	Hold	2,742	–	–	0.24%	53
2024 Q4	$302K	Sell	2,742 -42	-2%	-$4.63K	0.23%	48
2024 Q3	$308K	Sell	2,784 -304	-10%	-$33.5K	0.27%	47
2024 Q2	$341K	Sell	3,088 -535	-15%	-$59K	0.33%	40
2024 Q1	$400K	Buy	+3,623	New	+$400K	0.39%	37

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sugar Maple Asset Management's SHV Position: Q2 2026 in Review

Sugar Maple Asset Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 2,443 shares worth $270K. The position accounts for 0.17% of the portfolio, ranked #72.

Sugar Maple Asset Management first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $400K in Q1 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Sugar Maple Asset Management held 2,443 shares of iShares 0-1 Year Treasury Bond ETF worth $270K as of Q2 2026.
Sugar Maple Asset Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.17% of Sugar Maple Asset Management's portfolio in Q2 2026, its #72 holding.
Sugar Maple Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sugar Maple Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $400K in Q1 2024.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.