UBS Group
SHV icon

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

UBS Group’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 		$185M Sell
1,672,404
-136,997
-8% -$15.1M 0.03% 654
2025
Q4 		$199M Sell
1,809,401
-345,462
-16% -$38.1M 0.03% 579
2025
Q3 		$238M Buy
2,154,863
+219,146
+11% +$24.2M 0.04% 498
2025
Q2 		$214M Buy
1,935,717
+669,502
+53% +$73.8M 0.04% 514
2025
Q1 		$140M Sell
1,266,215
-36,536
-3% -$4.03M 0.03% 698
2024
Q4 		$143M Sell
1,302,751
-570,580
-30% -$62.9M 0.03% 689
2024
Q3 		$207M Sell
1,873,331
-152,254
-8% -$16.8M 0.05% 395
2024
Q2 		$224M Sell
2,025,585
-296,133
-13% -$32.7M 0.06% 316
2024
Q1 		$257M Buy
2,321,718
+86,209
+4% +$9.51M 0.06% 296
2023
Q4 		$246M Buy
2,235,509
+129,249
+6% +$14.2M 0.07% 275
2023
Q3 		$233M Sell
2,106,260
-272,801
-11% -$30.1M 0.08% 244
2023
Q2 		$263M Sell
2,379,061
-504,048
-17% -$55.6M 0.09% 233
2023
Q1 		$319M Sell
2,883,109
-718,505
-20% -$79.1M 0.12% 173
2022
Q4 		$396M Buy
3,601,614
+87,403
+2% +$9.61M 0.15% 145
2022
Q3 		$387M Buy
3,514,211
+539,098
+18% +$59.3M 0.17% 117
2022
Q2 		$328M Buy
2,975,113
+1,951,443
+191% +$215M 0.13% 159
2022
Q1 		$113M Buy
1,023,670
+424,856
+71% +$46.9M 0.04% 480
2021
Q4 		$66.1M Sell
598,814
-3,222
-0.5% -$356K 0.02% 785
2021
Q3 		$66.5M Sell
602,036
-214,004
-26% -$23.6M 0.02% 714
2021
Q2 		$90.2M Buy
816,040
+13,277
+2% +$1.47M 0.03% 558
2021
Q1 		$88.7M Sell
802,763
-39,425
-5% -$4.36M 0.03% 566
2020
Q4 		$93.1M Sell
842,188
-184,270
-18% -$20.4M 0.03% 509
2020
Q3 		$114M Sell
1,026,458
-427,638
-29% -$47.3M 0.04% 363
2020
Q2 		$161M Sell
1,454,096
-18,836
-1% -$2.09M 0.07% 265
2020
Q1 		$164M Buy
1,472,932
+371,171
+34% +$41.1M 0.08% 242
2019
Q4 		$122M Buy
1,101,761
+318,447
+41% +$35.2M 0.04% 387
2019
Q3 		$86.7M Buy
783,314
+156,338
+25% +$17.3M 0.03% 449
2019
Q2 		$69.4M Sell
626,976
-563,286
-47% -$62.2M 0.03% 524
2019
Q1 		$132M Buy
1,190,262
+85,062
+8% +$9.39M 0.05% 314
2018
Q4 		$122M Buy
1,105,200
+849,320
+332% +$93.7M 0.06% 326
2018
Q3 		$28.3M Sell
255,880
-41,995
-14% -$4.63M 0.01% 988
2018
Q2 		$32.9M Buy
297,875
+22,292
+8% +$2.46M 0.01% 882
2018
Q1 		$30.4M Sell
275,583
-709,623
-72% -$78.2M 0.01% 890
2017
Q4 		$109M Sell
985,206
-10,999
-1% -$1.21M 0.04% 393
2017
Q3 		$110M Buy
996,205
+780,718
+362% +$86.1M 0.05% 354
2017
Q2 		$23.8M Sell
215,487
-122,345
-36% -$13.5M 0.01% 949
2017
Q1 		$37.3M Sell
337,832
-384,826
-53% -$42.5M 0.02% 678
2016
Q4 		$79.7M Sell
722,658
-401,148
-36% -$44.3M 0.04% 394
2016
Q3 		$124M Sell
1,123,806
-52,003
-4% -$5.74M 0.07% 272
2016
Q2 		$130M Buy
1,175,809
+61,460
+6% +$6.78M 0.08% 252
2016
Q1 		$123M Buy
1,114,349
+371,311
+50% +$41M 0.08% 240
2015
Q4 		$81.9M Sell
743,038
-237,700
-24% -$26.2M 0.05% 361
2015
Q3 		$108M Buy
980,738
+639,694
+188% +$70.5M 0.08% 263
2015
Q2 		$37.6M Buy
341,044
+131,723
+63% +$14.5M 0.03% 632
2015
Q1 		$23.1M Buy
209,321
+40,075
+24% +$4.42M 0.02% 869
2014
Q4 		$18.7M Buy
+169,246
New +$18.7M 0.01% 1036

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

UBS Group's SHV Position: Q1 2026 in Review

UBS Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.6% in Q1 2026, selling an estimated $15.1M and leaving 1,672,404 shares worth $185M. The position accounts for 0.03% of the portfolio, ranked #654.

UBS Group first reported a position in SHV in Q4 2014 and has held it in 46 quarters since. The position peaked at $396M in Q4 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • UBS Group held 1,672,404 shares of iShares 0-1 Year Treasury Bond ETF worth $185M as of Q1 2026.
  • UBS Group sold 136,997 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $15.1M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of UBS Group's portfolio in Q1 2026, its #654 holding.
  • UBS Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares 0-1 Year Treasury Bond ETF position peaked at $396M in Q4 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.