UBS AM’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

UBS AM’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	$17.8K	Hold	161	–	–	﹤0.01%	3144
2026 Q1	$17.8K	Buy	+161	New	+$17.8K	﹤0.01%	3161
2018 Q3	–	Sell	-39	Closed	-$4.31K	–	2817
2018 Q2	$4.31K	Hold	39	–	–	﹤0.01%	2716
2018 Q1	$4.3K	Sell	39 -14	-26%	-$1.54K	﹤0.01%	2611
2017 Q4	$5.84K	Buy	53 +14	+36%	+$1.54K	﹤0.01%	2523
2017 Q3	$4.3K	Buy	+39	New	+$4.3K	﹤0.01%	2482

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

UBS AM's SHV Position: Q2 2026 in Review

UBS AM held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 161 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3144.

UBS AM first reported a position in SHV in Q3 2017 and has held it in 6 quarters since. The position peaked at $17.8K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

UBS AM held 161 shares of iShares 0-1 Year Treasury Bond ETF worth $17.8K as of Q2 2026.
UBS AM left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3144 holding.
UBS AM first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2017 and has held it in 6 quarters since.
UBS AM's iShares 0-1 Year Treasury Bond ETF position peaked at $17.8K in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.