TC
SHV icon

Trust Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Trust Company’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 		$89M Buy
806,478
+15,979
+2% +$1.76M 8.03% 1
2026
Q1 		$87.3M Buy
790,499
+24,795
+3% +$2.73M 8.18% 1
2025
Q4 		$84.3M Buy
765,704
+1,249
+0.2% +$138K 7.91% 1
2025
Q3 		$84.5M Buy
764,455
+41,018
+6% +$4.52M 8.64% 1
2025
Q2 		$79.9M Buy
723,437
+12,263
+2% +$1.35M 9.01% 1
2025
Q1 		$78.6M Buy
711,174
+343,121
+93% +$37.8M 9.33% 1
2024
Q4 		$40.5M Buy
368,053
+2,533
+0.7% +$279K 4.64% 7
2024
Q3 		$40.4M Sell
365,520
-3,977
-1% -$439K 4.86% 6
2024
Q2 		$40.8M Buy
369,497
+3,791
+1% +$418K 5.27% 5
2024
Q1 		$40.4M Sell
365,706
-2,408
-0.7% -$266K 5.31% 6
2023
Q4 		$40.5M Buy
368,114
+14,945
+4% +$1.65M 5.22% 8
2023
Q3 		$39M Sell
353,169
-239,730
-40% -$26.4M 6.29% 5
2023
Q2 		$65.5M Buy
592,899
+14,555
+3% +$1.6M 9.77% 1
2023
Q1 		$63.9M Buy
578,344
+15,556
+3% +$1.71M 9.69% 1
2022
Q4 		$61.9M Buy
+562,788
New +$61.9M 10.02% 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

Trust Company's SHV Position: Q2 2026 in Review

Trust Company increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2% in Q2 2026, buying an estimated $1.76M and bringing the position to 806,478 shares worth $89M. The position accounts for 8.03% of the portfolio, ranked #1.

Trust Company first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Trust Company held 806,478 shares of iShares 0-1 Year Treasury Bond ETF worth $89M as of Q2 2026.
  • Trust Company bought 15,979 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.76M.
  • iShares 0-1 Year Treasury Bond ETF made up 8.03% of Trust Company's portfolio in Q2 2026, its #1 holding.
  • Trust Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.