SVB Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

SVB Wealth’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	$1.65M	Sell	14,925 -454	-3%	-$50K	0.1%	155
2026 Q1	$1.7M	Sell	15,379 -2,801	-15%	-$309K	0.11%	146
2025 Q4	$2M	Sell	18,180 -7,146	-28%	-$788K	0.12%	146
2025 Q3	$2.8M	Buy	25,326 +8,509	+51%	+$938K	0.15%	125
2025 Q2	$1.86M	Buy	+16,817	New	+$1.85M	0.1%	168
2025 Q1	–	Sell	-31,326	Closed	-$3.45M	–	1752
2024 Q4	$3.45M	Buy	+31,326	New	+$3.45M	0.06%	179
2024 Q3	–	Sell	-142,483	Closed	-$15.7M	–	504
2024 Q2	$15.7M	Sell	142,483 -166,271	-54%	-$18.3M	0.39%	56
2024 Q1	$34.1M	Sell	308,754 -459,103	-60%	-$50.7M	0.76%	24
2023 Q4	$84.6M	Sell	767,857 -915,331	-54%	-$101M	2.06%	6
2023 Q3	$186M	Sell	1,683,188 -297,383	-15%	-$32.8M	4.08%	3
2023 Q2	$219M	Sell	1,980,571 -998,589	-34%	-$110M	3.95%	4
2023 Q1	$329M	Sell	2,979,160 -340,227	-10%	-$37.5M	4.6%	2
2022 Q4	$365M	Buy	3,319,387 +859,194	+35%	+$94.4M	4.93%	3
2022 Q3	$271M	Buy	+2,460,193	New	+$271M	3.95%	7
2021 Q1	–	Sell	-4,027	Closed	-$445K	–	963
2020 Q4	$445K	Buy	+4,027	New	+$445K	0.01%	502

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

SVB Wealth's SHV Position: Q2 2026 in Review

SVB Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3% in Q2 2026, selling an estimated $50K and leaving 14,925 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #155.

SVB Wealth first reported a position in SHV in Q4 2020 and has held it in 15 quarters since. The position peaked at $365M in Q4 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

SVB Wealth held 14,925 shares of iShares 0-1 Year Treasury Bond ETF worth $1.65M as of Q2 2026.
SVB Wealth sold 454 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $50K.
iShares 0-1 Year Treasury Bond ETF made up 0.1% of SVB Wealth's portfolio in Q2 2026, its #155 holding.
SVB Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 15 quarters since.
SVB Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $365M in Q4 2022.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.