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Trustmark National Bank Trust Department’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Trustmark National Bank Trust Department’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 		$973K Sell
8,817
-858
-9% -$94.6K 0.06% 162
2025
Q4 		$1.07M Hold
9,675
– – 0.07% 164
2025
Q3 		$1.07M Buy
9,675
+147
+2% +$16.2K 0.07% 163
2025
Q2 		$1.05M Sell
9,528
-1,029
-10% -$113K 0.07% 161
2025
Q1 		$1.17M Buy
10,557
+378
+4% +$41.7K 0.09% 149
2024
Q4 		$1.12M Sell
10,179
-1,829
-15% -$202K 0.08% 148
2024
Q3 		$1.33M Buy
12,008
+3,775
+46% +$417K 0.1% 140
2024
Q2 		$910K Hold
8,233
– – 0.07% 163
2024
Q1 		$910K Buy
8,233
+373
+5% +$41.2K 0.07% 167
2023
Q4 		$866K Sell
7,860
-51,806
-87% -$5.71M 0.08% 155
2023
Q3 		$6.59M Sell
59,666
-266
-0.4% -$29.3K 0.65% 35
2023
Q2 		$6.62M Sell
59,932
-10,992
-15% -$1.21M 0.61% 37
2023
Q1 		$7.84M Sell
70,924
-683
-1% -$75.2K 0.71% 30
2022
Q4 		$7.87M Sell
71,607
-14,954
-17% -$1.64M 0.73% 32
2022
Q3 		$9.52M Buy
86,561
+4,384
+5% +$482K 0.91% 25
2022
Q2 		$9.05M Buy
82,177
+68,077
+483% +$7.5M 0.81% 27
2022
Q1 		$1.55M Hold
14,100
– – 0.12% 116
2021
Q4 		$1.56M Hold
14,100
– – 0.12% 127
2021
Q3 		$1.56M Hold
14,100
– – 0.13% 126
2021
Q2 		$1.56M Buy
14,100
+3,100
+28% +$343K 0.12% 120
2021
Q1 		$1.22M Hold
11,000
– – 0.1% 135
2020
Q4 		$1.22M Buy
+11,000
New +$1.22M 0.11% 120

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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 $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Trustmark National Bank Trust Department's SHV Position: Q1 2026 in Review

Trustmark National Bank Trust Department reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.9% in Q1 2026, selling an estimated $94.6K and leaving 8,817 shares worth $973K. The position accounts for 0.06% of the portfolio, ranked #162.

Trustmark National Bank Trust Department first reported a position in SHV in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.52M in Q3 2022. 738 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Trustmark National Bank Trust Department held 8,817 shares of iShares 0-1 Year Treasury Bond ETF worth $973K as of Q1 2026.
  • Trustmark National Bank Trust Department sold 858 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $94.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #162 holding.
  • Trustmark National Bank Trust Department first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Trustmark National Bank Trust Department's iShares 0-1 Year Treasury Bond ETF position peaked at $9.52M in Q3 2022.
  • 738 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.