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 Q3	$270K	Hold	2,443	–	–	0.15%	71
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return

Sugar Maple Asset Management's SHV Position: Q3 2026 in Review

Sugar Maple Asset Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2026 at 2,443 shares worth $270K. The position accounts for 0.15% of the portfolio, ranked #71.

Sugar Maple Asset Management first reported a position in SHV in Q1 2024 and has held it in 11 quarters since. The position peaked at $400K in Q1 2024. 448 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Sugar Maple Asset Management held 2,443 shares of iShares 0-1 Year Treasury Bond ETF worth $270K as of Q3 2026.
Sugar Maple Asset Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.15% of Sugar Maple Asset Management's portfolio in Q3 2026, its #71 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 11 quarters since.
Sugar Maple Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $400K in Q1 2024.
448 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.