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

Vontobel Holding’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	–	Sell	-4,000	Closed	-$441K	–	1457
2025 Q4	$441K	Sell	4,000 -4,000	-50%	-$441K	﹤0.01%	1026
2025 Q3	$884K	Sell	8,000 -453	-5%	-$50K	﹤0.01%	764
2025 Q2	$933K	Buy	+8,453	New	+$932K	﹤0.01%	700
2025 Q1	–	Sell	-4,000	Closed	-$440K	–	1149
2024 Q4	$440K	Sell	4,000 -690	-15%	-$76.1K	﹤0.01%	825
2024 Q3	$519K	Buy	+4,690	New	+$518K	﹤0.01%	774
2024 Q1	–	Sell	-5,649	Closed	-$622K	–	1149
2023 Q4	$622K	Buy	5,649 +550	+11%	+$60.6K	0.01%	735
2023 Q3	$563K	Hold	5,099	–	–	0.01%	733
2023 Q2	$563K	Hold	5,099	–	–	﹤0.01%	762
2023 Q1	$563K	Buy	5,099 +900	+21%	+$99.1K	0.01%	749
2022 Q4	$462K	Hold	4,199	–	–	﹤0.01%	774
2022 Q3	$462K	Hold	4,199	–	–	0.01%	737
2022 Q2	$462K	Hold	4,199	–	–	0.01%	742
2022 Q1	$463K	Sell	4,199 -252	-6%	-$27.8K	﹤0.01%	816
2021 Q4	$491K	Hold	4,451	–	–	﹤0.01%	813
2021 Q3	$492K	Buy	4,451 +1,285	+41%	+$142K	﹤0.01%	799
2021 Q2	$350K	Hold	3,166	–	–	﹤0.01%	867
2021 Q1	$350K	Buy	+3,166	New	+$350K	﹤0.01%	750

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vontobel Holding's SHV Position: Q1 2026 in Review

Vontobel Holding sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 4,000 shares — an estimated $441K sold.

Vontobel Holding first reported a position in SHV in Q1 2021 and held it in 17 quarters. The position peaked at $933K in Q2 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Vontobel Holding reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Vontobel Holding sold 4,000 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $441K.
Vontobel Holding first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and held it in 17 quarters.
Vontobel Holding's iShares 0-1 Year Treasury Bond ETF position peaked at $933K in Q2 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.