Thrivent Financial for Lutherans
SHV icon

Thrivent Financial for Lutherans’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Thrivent Financial for Lutherans’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 		$256K Hold
2,317
– – ﹤0.01% 2424
2025
Q4 		$255K Buy
2,317
+1
+0% +$110 ﹤0.01% 2467
2025
Q3 		$256K Buy
+2,316
New +$255K ﹤0.01% 2275
2025
Q2 		– Sell
-2,460
Closed -$271K – 2558
2025
Q1 		$271K Hold
2,460
– – ﹤0.01% 2254
2024
Q4 		$271K Sell
2,460
-3,446
-58% -$380K ﹤0.01% 2433
2024
Q3 		$654K Buy
5,906
+1,660
+39% +$183K ﹤0.01% 2134
2024
Q2 		$469K Sell
4,246
-546
-11% -$60.2K ﹤0.01% 2245
2024
Q1 		$530K Sell
4,792
-15,759
-77% -$1.74M ﹤0.01% 2217
2023
Q4 		$2.26M Buy
20,551
+2,900
+16% +$320K ﹤0.01% 1295
2023
Q3 		$1.95M Sell
17,651
-18,622
-51% -$2.05M ﹤0.01% 1313
2023
Q2 		$4.01M Sell
36,273
-234,712
-87% -$25.9M 0.01% 938
2023
Q1 		$29.9M Sell
270,985
-31,244
-10% -$3.44M 0.07% 325
2022
Q4 		$33.2M Sell
302,229
-27,405
-8% -$3.01M 0.09% 292
2022
Q3 		$36.3M Sell
329,634
-10,792
-3% -$1.19M 0.1% 246
2022
Q2 		$37.5M Buy
340,426
+74,504
+28% +$8.21M 0.1% 252
2022
Q1 		$29.3M Buy
265,922
+255,627
+2,483% +$28.2M 0.06% 353
2021
Q4 		$2M Buy
10,295
+1,236
+14% +$137K ﹤0.01% 1402
2021
Q3 		$14.5M Sell
9,059
-1,552
-15% -$171K 0.03% 559
2021
Q2 		$2.04M Buy
10,611
+244
+2% +$27K ﹤0.01% 1415
2021
Q1 		$11.9M Sell
10,367
-16,202
-61% -$1.79M 0.03% 609
2020
Q4 		$3.84M Sell
26,569
-256,456
-91% -$28.4M 0.01% 967
2020
Q3 		$31.7M Buy
283,025
+86,891
+44% +$9.62M 0.08% 282
2020
Q2 		$30.5M Hold
196,134
– – 0.09% 268
2020
Q1 		$30.5M Sell
196,134
-24,656
-11% -$2.73M 0.11% 222
2019
Q4 		$24.4M Buy
220,790
+15,100
+7% +$1.67M 0.07% 325
2019
Q3 		$22.8M Buy
205,690
+5,119
+3% +$566K 0.07% 293
2019
Q2 		$22.2M Buy
200,571
+1,391
+0.7% +$154K 0.07% 314
2019
Q1 		$22M Buy
199,180
+11,961
+6% +$1.32M 0.07% 301
2018
Q4 		$20.7M Hold
187,219
– – 0.07% 293
2018
Q3 		$20.7M Buy
187,219
+14,842
+9% +$1.64M 0.06% 321
2018
Q2 		$19M Buy
172,377
+30,699
+22% +$3.39M 0.06% 327
2018
Q1 		$15.6M Buy
141,678
+136,796
+2,802% +$15.1M 0.05% 350
2017
Q4 		$538K Hold
4,882
– – ﹤0.01% 1644
2017
Q3 		$539K Buy
+4,882
New +$539K ﹤0.01% 1537
2015
Q4 		– Sell
-580
Closed -$64K – 1994
2015
Q3 		$64K Buy
+580
New +$64K ﹤0.01% 1718
2015
Q1 		– Sell
-20
Closed -$2K – 1850
2014
Q4 		$2K Hold
20
– – ﹤0.01% 1849
2014
Q3 		$2K Buy
+20
New +$2.21K ﹤0.01% 1848

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans's SHV Position: Q1 2026 in Review

Thrivent Financial for Lutherans held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 2,317 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

Thrivent Financial for Lutherans first reported a position in SHV in Q3 2014 and has held it in 37 quarters since. The position peaked at $37.5M in Q2 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Thrivent Financial for Lutherans held 2,317 shares of iShares 0-1 Year Treasury Bond ETF worth $256K as of Q1 2026.
  • Thrivent Financial for Lutherans left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #2424 holding.
  • Thrivent Financial for Lutherans first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2014 and has held it in 37 quarters since.
  • Thrivent Financial for Lutherans's iShares 0-1 Year Treasury Bond ETF position peaked at $37.5M in Q2 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.