TRCT
SHV icon

Tower Research Capital (TRC)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Tower Research Capital (TRC)’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 		$41.5K Sell
376
-617
-62% -$68K ﹤0.01% 2911
2025
Q4 		$109K Sell
993
-37,869
-97% -$4.18M ﹤0.01% 1881
2025
Q3 		$4.29M Buy
38,862
+103
+0.3% +$11.4K 0.12% 143
2025
Q2 		$4.28M Buy
38,759
+26,747
+223% +$2.95M 0.12% 153
2025
Q1 		$1.33M Buy
+12,012
New +$1.32M 0.04% 402
2024
Q4 		– Sell
-27
Closed -$2.99K – 5968
2024
Q3 		$2.99K Sell
27
-583
-96% -$64.3K ﹤0.01% 4913
2024
Q2 		$67.4K Sell
610
-286
-32% -$31.5K ﹤0.01% 2869
2024
Q1 		$99K Sell
896
-405
-31% -$44.7K ﹤0.01% 1825
2023
Q4 		$143K Buy
1,301
+226
+21% +$24.9K ﹤0.01% 2356
2023
Q3 		$119K Sell
1,075
-2,806
-72% -$309K ﹤0.01% 1856
2023
Q2 		$429K Buy
+3,881
New +$428K 0.01% 1076
2023
Q1 		– Sell
-3,813
Closed -$419K – 6231
2022
Q4 		$419K Buy
3,813
+1,592
+72% +$175K 0.02% 799
2022
Q3 		$244K Sell
2,221
-478
-18% -$52.6K ﹤0.01% 1723
2022
Q2 		$297K Buy
2,699
+2,599
+2,599% +$286K 0.01% 1490
2022
Q1 		$11K Buy
+100
New +$11K ﹤0.01% 4206
2021
Q3 		– Sell
-11,580
Closed -$1.28M – 6129
2021
Q2 		$1.28M Buy
11,580
+9,801
+551% +$1.08M 0.03% 497
2021
Q1 		$197K Buy
+1,779
New +$197K ﹤0.01% 2023
2020
Q4 		– Sell
-477
Closed -$53K – 5383
2020
Q3 		$53K Buy
477
+432
+960% +$47.8K ﹤0.01% 3519
2020
Q2 		$5K Sell
45
-9
-17% -$997 ﹤0.01% 4293
2020
Q1 		$6K Sell
54
-998
-95% -$110K ﹤0.01% 2245
2019
Q4 		$116K Buy
+1,052
New +$116K 0.01% 849

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

Tower Research Capital (TRC)'s SHV Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 62% in Q1 2026, selling an estimated $68K and leaving 376 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2911.

Tower Research Capital (TRC) first reported a position in SHV in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.29M in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Tower Research Capital (TRC) held 376 shares of iShares 0-1 Year Treasury Bond ETF worth $41.5K as of Q1 2026.
  • Tower Research Capital (TRC) sold 617 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $68K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #2911 holding.
  • Tower Research Capital (TRC) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Tower Research Capital (TRC)'s iShares 0-1 Year Treasury Bond ETF position peaked at $4.29M in Q3 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.