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

TBH Global 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 		$2.86M Sell
25,951
-4,317
-14% -$476K 0.52% 43
2026
Q1 		$3.34M Sell
30,268
-3,916
-11% -$432K 0.67% 34
2025
Q4 		$3.77M Sell
34,184
-2,210
-6% -$244K 0.63% 34
2025
Q3 		$4.02M Buy
+36,394
New +$4.01M 0.78% 30
2025
Q1 		– Sell
-43,708
Closed -$4.81M – 214
2024
Q4 		$4.81M Buy
43,708
+6,480
+17% +$715K 1.14% 18
2024
Q3 		$4.12M Buy
37,228
+11,099
+42% +$1.22M 0.9% 23
2024
Q2 		$2.89M Sell
26,129
-7,990
-23% -$881K 0.64% 36
2024
Q1 		$3.77M Buy
34,119
+2,809
+9% +$310K 0.75% 33
2023
Q4 		$3.45M Sell
31,310
-3,462
-10% -$382K 0.7% 32
2023
Q3 		$3.84M Sell
34,772
-453
-1% -$49.9K 0.74% 23
2023
Q2 		$3.89M Buy
35,225
+9,603
+37% +$1.06M 0.76% 23
2023
Q1 		$2.83M Buy
25,622
+16,391
+178% +$1.81M 0.6% 33
2022
Q4 		$1.01M Buy
9,231
+6,816
+282% +$749K 0.25% 72
2022
Q3 		$266K Sell
2,415
-268
-10% -$29.5K 0.07% 152
2022
Q2 		$295K Buy
2,683
+318
+13% +$35K 0.07% 149
2022
Q1 		$261K Hold
2,365
– – 0.06% 170
2021
Q4 		$261K Sell
2,365
-9
-0.4% -$994 0.05% 184
2021
Q3 		$262K Buy
+2,374
New +$262K 0.06% 175
2020
Q2 		– Sell
-52,213
Closed -$5.84M – 171
2020
Q1 		$5.84M Sell
52,213
-232,496
-82% -$25.7M 2.48% 8
2019
Q4 		$31.4M Buy
+284,709
New +$31.5M 9.43% 1

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

TBH Global Asset Management's SHV Position: Q2 2026 in Review

TBH Global Asset Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 14% in Q2 2026, selling an estimated $476K and leaving 25,951 shares worth $2.86M. The position accounts for 0.52% of the portfolio, ranked #43.

TBH Global Asset Management first reported a position in SHV in Q4 2019 and has held it in 20 quarters since. The position peaked at $31.4M in Q4 2019. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • TBH Global Asset Management held 25,951 shares of iShares 0-1 Year Treasury Bond ETF worth $2.86M as of Q2 2026.
  • TBH Global Asset Management sold 4,317 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $476K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.52% of TBH Global Asset Management's portfolio in Q2 2026, its #43 holding.
  • TBH Global Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • TBH Global Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $31.4M in Q4 2019.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.