VI
SHV icon

Vestcor Inc’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Vestcor Inc’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 		$310K Buy
2,810
+85
+3% +$9.37K 0.01% 910
2025
Q4 		$300K Hold
2,725
– – 0.01% 882
2025
Q3 		$301K Hold
2,725
– – 0.01% 874
2025
Q2 		$301K Hold
2,725
– – 0.01% 868
2025
Q1 		$301K Buy
2,725
+140
+5% +$15.4K 0.01% 842
2024
Q4 		$285K Sell
2,585
-1,370
-35% -$151K 0.01% 883
2024
Q3 		$438K Hold
3,955
– – 0.01% 742
2024
Q2 		$437K Hold
3,955
– – 0.01% 706
2024
Q1 		$437K Sell
3,955
-1,830
-32% -$202K 0.02% 698
2023
Q4 		$637K Hold
5,785
– – 0.02% 577
2023
Q3 		$639K Hold
5,785
– – 0.02% 541
2023
Q2 		$639K Sell
5,785
-4,230
-42% -$466K 0.02% 548
2023
Q1 		$1.11M Hold
10,015
– – 0.04% 415
2022
Q4 		$1.1M Hold
10,015
– – 0.04% 432
2022
Q3 		$1.1M Sell
10,015
-2,185
-18% -$240K 0.04% 442
2022
Q2 		$1.34M Hold
12,200
– – 0.05% 420
2022
Q1 		$1.34M Hold
12,200
– – 0.05% 418
2021
Q4 		$1.35M Sell
12,200
-102,800
-89% -$11.4M 0.05% 362
2021
Q3 		$12.7M Hold
115,000
– – 0.46% 52
2021
Q2 		$12.7M Hold
115,000
– – 0.43% 57
2021
Q1 		$12.7M Hold
115,000
– – 0.48% 43
2020
Q4 		$12.7M Hold
115,000
– – 0.53% 38
2020
Q3 		$12.7M Hold
115,000
– – 0.59% 34
2020
Q2 		$12.7M Hold
115,000
– – 0.66% 31
2020
Q1 		$12.8M Hold
115,000
– – 0.72% 21
2019
Q4 		$12.7M Buy
+115,000
New +$12.7M 0.6% 28

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
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

Vestcor Inc's SHV Position: Q1 2026 in Review

Vestcor Inc increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.1% in Q1 2026, buying an estimated $9.37K and bringing the position to 2,810 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #910.

Vestcor Inc first reported a position in SHV in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.8M in Q1 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Vestcor Inc held 2,810 shares of iShares 0-1 Year Treasury Bond ETF worth $310K as of Q1 2026.
  • Vestcor Inc bought 85 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $9.37K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Vestcor Inc's portfolio in Q1 2026, its #910 holding.
  • Vestcor Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Vestcor Inc's iShares 0-1 Year Treasury Bond ETF position peaked at $12.8M in Q1 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Vestcor Inc's 13F filing for Q1 2026, filed 12 May 2026.