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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugar Maple Asset Management's SHV Position: Q1 2026 in Review

Sugar Maple Asset Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 2,443 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #75.

Sugar Maple Asset Management first reported a position in SHV in Q1 2024 and has held it in 9 quarters since. The position peaked at $400K in Q1 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Sugar Maple Asset Management held 2,443 shares of iShares 0-1 Year Treasury Bond ETF worth $270K as of Q1 2026.
Sugar Maple Asset Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.16% of Sugar Maple Asset Management's portfolio in Q1 2026, its #75 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 9 quarters since.
Sugar Maple Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $400K in Q1 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.