Truist Financial
SHV icon

Truist Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Truist Financial’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 		$59.6M Sell
540,099
-22,689
-4% -$2.5M 0.08% 210
2025
Q4 		$62M Sell
562,788
-778
-0.1% -$85.8K 0.08% 208
2025
Q3 		$62.3M Sell
563,566
-179,539
-24% -$19.8M 0.08% 207
2025
Q2 		$82.1M Sell
743,105
-271,850
-27% -$30M 0.12% 162
2025
Q1 		$112M Buy
1,014,955
+299,694
+42% +$33.1M 0.18% 124
2024
Q4 		$78.8M Sell
715,261
-176,029
-20% -$19.4M 0.12% 160
2024
Q3 		$98.6M Sell
891,290
-103,833
-10% -$11.5M 0.15% 129
2024
Q2 		$110M Sell
995,123
-4,781
-0.5% -$527K 0.17% 123
2024
Q1 		$111M Sell
999,904
-512,425
-34% -$56.5M 0.17% 127
2023
Q4 		$167M Buy
1,512,329
+306,437
+25% +$33.8M 0.26% 84
2023
Q3 		$133M Buy
1,205,892
+5,081
+0.4% +$560K 0.22% 103
2023
Q2 		$133M Sell
1,200,811
-5,700
-0.5% -$628K 0.22% 108
2023
Q1 		$133M Buy
1,206,511
+183,015
+18% +$20.2M 0.23% 103
2022
Q4 		$113M Buy
1,023,496
+7,130
+0.7% +$784K 0.2% 122
2022
Q3 		$112M Buy
1,016,366
+309,730
+44% +$34.1M 0.21% 113
2022
Q2 		$77.8M Buy
706,636
+411,747
+140% +$45.4M 0.14% 144
2022
Q1 		$32.5M Buy
294,889
+9,320
+3% +$1.03M 0.05% 313
2021
Q4 		$31.5M Sell
285,569
-11,610
-4% -$1.28M 0.05% 324
2021
Q3 		$32.8M Sell
297,179
-14,999
-5% -$1.66M 0.05% 301
2021
Q2 		$34.5M Sell
312,178
-20,060
-6% -$2.22M 0.06% 310
2021
Q1 		$36.7M Buy
332,238
+7,800
+2% +$862K 0.06% 275
2020
Q4 		$35.9M Sell
324,438
-123,893
-28% -$13.7M 0.07% 260
2020
Q3 		$49.6M Sell
448,331
-71,591
-14% -$7.93M 0.11% 197
2020
Q2 		$57.6M Buy
519,922
+229,566
+79% +$25.4M 0.13% 177
2020
Q1 		$32.2M Buy
290,356
+49,125
+20% +$5.44M 0.08% 237
2019
Q4 		$26.6M Buy
241,231
+221,713
+1,136% +$24.5M 0.05% 341
2019
Q3 		$2.16M Buy
19,518
+245
+1% +$27.1K 0.04% 338
2019
Q2 		$2.13M Buy
19,273
+1,283
+7% +$142K 0.04% 344
2019
Q1 		$1.99M Buy
17,990
+6,321
+54% +$698K 0.04% 351
2018
Q4 		$1.29M Buy
11,669
+7,560
+184% +$834K 0.03% 415
2018
Q3 		$454K Buy
4,109
+275
+7% +$30.4K 0.01% 604
2018
Q2 		$423K Buy
+3,834
New +$423K 0.01% 605

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

Truist Financial's SHV Position: Q1 2026 in Review

Truist Financial reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4% in Q1 2026, selling an estimated $2.5M and leaving 540,099 shares worth $59.6M. The position accounts for 0.08% of the portfolio, ranked #210.

Truist Financial first reported a position in SHV in Q2 2018 and has held it in 32 quarters since. The position peaked at $167M in Q4 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Truist Financial held 540,099 shares of iShares 0-1 Year Treasury Bond ETF worth $59.6M as of Q1 2026.
  • Truist Financial sold 22,689 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.5M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Truist Financial's portfolio in Q1 2026, its #210 holding.
  • Truist Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • Truist Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $167M in Q4 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.