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Tortoise Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Tortoise Investment 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 		$350K Sell
3,170
-690
-18% -$76.1K 0.03% 197
2026
Q1 		$426K Sell
3,860
-2
-0.1% -$221 0.04% 176
2025
Q4 		$425K Sell
3,862
-360
-9% -$39.7K 0.04% 173
2025
Q3 		$466K Sell
4,222
-2,373
-36% -$262K 0.04% 157
2025
Q2 		$728K Sell
6,595
-300
-4% -$33.1K 0.07% 127
2025
Q1 		$762K Sell
6,895
-725
-10% -$80K 0.08% 124
2024
Q4 		$839K Sell
7,620
-7,250
-49% -$799K 0.09% 123
2024
Q3 		$1.65M Buy
14,870
+975
+7% +$108K 0.17% 92
2024
Q2 		$1.54M Sell
13,895
-1,531
-10% -$169K 0.18% 91
2024
Q1 		$1.71M Sell
15,426
-1,580
-9% -$174K 0.21% 84
2023
Q4 		$1.87M Buy
17,006
+3,031
+22% +$334K 0.25% 78
2023
Q3 		$1.54M Buy
13,975
+10,305
+281% +$1.14M 0.23% 83
2023
Q2 		$405K Sell
3,670
-145
-4% -$16K 0.06% 151
2023
Q1 		$422K Sell
3,815
-3,550
-48% -$391K 0.07% 145
2022
Q4 		$810K Buy
7,365
+1,330
+22% +$146K 0.14% 110
2022
Q3 		$664K Buy
6,035
+5,535
+1,107% +$609K 0.13% 109
2022
Q2 		$55K Hold
500
– – 0.01% 288
2022
Q1 		$55K Sell
500
-9,055
-95% -$999K 0.01% 293
2021
Q4 		$1.05M Hold
9,555
– – 0.2% 78
2021
Q3 		$1.06M Hold
9,555
– – 0.21% 74
2021
Q2 		$1.06M Hold
9,555
– – 0.22% 71
2021
Q1 		$1.06M Sell
9,555
-225
-2% -$24.9K 0.23% 72
2020
Q4 		$1.08M Sell
9,780
-11,395
-54% -$1.26M 0.25% 69
2020
Q3 		$2.34M Sell
21,175
-1,455
-6% -$161K 0.57% 41
2020
Q2 		$2.51M Sell
22,630
-779
-3% -$86.3K 0.65% 38
2020
Q1 		$2.6M Buy
23,409
+17,277
+282% +$1.91M 0.75% 34
2019
Q4 		$677K Sell
6,132
-1,376
-18% -$152K 0.16% 79
2019
Q3 		$831K Sell
7,508
-678
-8% -$75K 0.21% 72
2019
Q2 		$906K Sell
8,186
-670
-8% -$74K 0.23% 70
2019
Q1 		$979K Sell
8,856
-2,030
-19% -$224K 0.26% 68
2018
Q4 		$1.2M Buy
10,886
+246
+2% +$27.1K 0.32% 56
2018
Q3 		$1.18M Buy
10,640
+2,270
+27% +$251K 0.31% 57
2018
Q2 		$924K Sell
8,370
-460
-5% -$50.7K 0.25% 65
2018
Q1 		$975K Buy
8,830
+935
+12% +$103K 0.27% 57
2017
Q4 		$870K Buy
7,895
+510
+7% +$56.3K 0.25% 60
2017
Q3 		$815K Buy
7,385
+170
+2% +$18.8K 0.25% 57
2017
Q2 		$796K Buy
+7,215
New +$796K 0.26% 59

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Tortoise Investment Management's SHV Position: Q2 2026 in Review

Tortoise Investment Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 18% in Q2 2026, selling an estimated $76.1K and leaving 3,170 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #197.

Tortoise Investment Management first reported a position in SHV in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.6M in Q1 2020. 469 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Tortoise Investment Management held 3,170 shares of iShares 0-1 Year Treasury Bond ETF worth $350K as of Q2 2026.
  • Tortoise Investment Management sold 690 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $76.1K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Tortoise Investment Management's portfolio in Q2 2026, its #197 holding.
  • Tortoise Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • Tortoise Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.6M in Q1 2020.
  • 469 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.