Whittier Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $977K | Hold |
8,872
| – | – | 0.01% | 383 |
|
|
2026
Q1 | $977K | Hold |
8,872
| – | – | 0.01% | 344 |
|
|
2025
Q4 | $978K | Sell |
8,872
-448
| -5% | -$49.4K | 0.01% | 346 |
|
|
2025
Q3 | $1.03M | Hold |
9,320
| – | – | 0.01% | 339 |
|
|
2025
Q2 | $1.03M | Sell |
9,320
-224
| -2% | -$24.7K | 0.01% | 381 |
|
|
2025
Q1 | $1.05M | Hold |
9,544
| – | – | 0.01% | 373 |
|
|
2024
Q4 | $1.05M | Hold |
9,544
| – | – | 0.01% | 377 |
|
|
2024
Q3 | $1.06M | Buy |
9,544
+87
| +0.9% | +$9.6K | 0.01% | 374 |
|
|
2024
Q2 | $1.04M | Sell |
9,457
-490
| -5% | -$54K | 0.01% | 355 |
|
|
2024
Q1 | $1.1M | Sell |
9,947
-6,553
| -40% | -$723K | 0.02% | 347 |
|
|
2023
Q4 | $1.82M | Buy |
16,500
+15,592
| +1,717% | +$1.72M | 0.03% | 277 |
|
|
2023
Q3 | $100K | Buy |
908
+418
| +85% | +$46.1K | ﹤0.01% | 775 |
|
|
2023
Q2 | $54.1K | Sell |
490
-67
| -12% | -$7.39K | ﹤0.01% | 914 |
|
|
2023
Q1 | $61.5K | Sell |
557
-650
| -54% | -$71.6K | ﹤0.01% | 929 |
|
|
2022
Q4 | $133K | Sell |
1,207
-15
| -1% | -$1.65K | ﹤0.01% | 742 |
|
|
2022
Q3 | $134K | Buy |
1,222
+490
| +67% | +$53.9K | ﹤0.01% | 731 |
|
|
2022
Q2 | $81K | Hold |
732
| – | – | ﹤0.01% | 851 |
|
|
2022
Q1 | $81K | Hold |
732
| – | – | ﹤0.01% | 879 |
|
|
2021
Q4 | $81K | Buy |
732
+82
| +13% | +$9.06K | ﹤0.01% | 865 |
|
|
2021
Q3 | $72K | Hold |
650
| – | – | ﹤0.01% | 854 |
|
|
2021
Q2 | $72K | Hold |
650
| – | – | ﹤0.01% | 864 |
|
|
2021
Q1 | $72K | Hold |
650
| – | – | ﹤0.01% | 849 |
|
|
2020
Q4 | $72K | Hold |
650
| – | – | ﹤0.01% | 780 |
|
|
2020
Q3 | $72K | Hold |
650
| – | – | ﹤0.01% | 765 |
|
|
2020
Q2 | $72K | Hold |
650
| – | – | ﹤0.01% | 735 |
|
|
2020
Q1 | $72K | Hold |
650
| – | – | ﹤0.01% | 731 |
|
|
2019
Q4 | $72K | Hold |
650
| – | – | ﹤0.01% | 765 |
|
|
2019
Q3 | $72K | Hold |
650
| – | – | ﹤0.01% | 754 |
|
|
2019
Q2 | $72K | Hold |
650
| – | – | ﹤0.01% | 718 |
|
|
2019
Q1 | $72K | Hold |
650
| – | – | ﹤0.01% | 713 |
|
|
2018
Q4 | $72K | Hold |
650
| – | – | ﹤0.01% | 703 |
|
|
2018
Q3 | $72K | Hold |
650
| – | – | ﹤0.01% | 700 |
|
|
2018
Q2 | $72K | Hold |
650
| – | – | ﹤0.01% | 690 |
|
|
2018
Q1 | $72K | Hold |
650
| – | – | ﹤0.01% | 699 |
|
|
2017
Q4 | $72K | Hold |
650
| – | – | ﹤0.01% | 677 |
|
|
2017
Q3 | $72K | Hold |
650
| – | – | ﹤0.01% | 672 |
|
|
2017
Q2 | $72K | Hold |
650
| – | – | ﹤0.01% | 641 |
|
|
2017
Q1 | $72K | Hold |
650
| – | – | ﹤0.01% | 645 |
|
|
2016
Q4 | $72K | Buy |
+650
| New | +$71.7K | ﹤0.01% | 645 |
|
Other funds holding SHV
NRI
BBVA
Whittier Trust's SHV Position: Q2 2026 in Review
Whittier Trust held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 8,872 shares worth $977K. The position accounts for 0.01% of the portfolio, ranked #383.
Whittier Trust first reported a position in SHV in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.82M in Q4 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.
- Whittier Trust held 8,872 shares of iShares 0-1 Year Treasury Bond ETF worth $977K as of Q2 2026.
- Whittier Trust 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 Whittier Trust's portfolio in Q2 2026, its #383 holding.
- Whittier Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 39 quarters since.
- Whittier Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $1.82M in Q4 2023.
- 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.