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 Q2	$851K	Sell	7,711 -1,106	-13%	-$122K	0.05%	178
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trustmark National Bank Trust Department's SHV Position: Q2 2026 in Review

Trustmark National Bank Trust Department reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q2 2026, selling an estimated $122K and leaving 7,711 shares worth $851K. The position accounts for 0.05% of the portfolio, ranked #178.

Trustmark National Bank Trust Department first reported a position in SHV in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.52M in Q3 2022. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Trustmark National Bank Trust Department held 7,711 shares of iShares 0-1 Year Treasury Bond ETF worth $851K as of Q2 2026.
Trustmark National Bank Trust Department sold 1,106 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $122K.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of Trustmark National Bank Trust Department's portfolio in Q2 2026, its #178 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 23 quarters since.
Trustmark National Bank Trust Department's iShares 0-1 Year Treasury Bond ETF position peaked at $9.52M in Q3 2022.
726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2026, filed 12 Aug 2026.