William Blair & Company
SHV icon

William Blair & Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

William Blair & Company’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 		$2.48M Sell
22,441
-273
-1% -$30.1K 0.01% 669
2025
Q4 		$2.5M Buy
22,714
+1,084
+5% +$120K 0.01% 692
2025
Q3 		$2.39M Buy
21,630
+3,709
+21% +$409K 0.01% 689
2025
Q2 		$1.98M Buy
17,921
+123
+0.7% +$13.6K 0.01% 717
2025
Q1 		$1.97M Buy
17,798
+9,044
+103% +$997K 0.01% 718
2024
Q4 		$964K Sell
8,754
-366
-4% -$40.4K ﹤0.01% 916
2024
Q3 		$1.01M Buy
9,120
+810
+10% +$89.4K ﹤0.01% 904
2024
Q2 		$918K Buy
8,310
+2,075
+33% +$229K ﹤0.01% 906
2024
Q1 		$689K Sell
6,235
-434
-7% -$47.9K ﹤0.01% 995
2023
Q4 		$734K Buy
6,669
+473
+8% +$52.1K ﹤0.01% 957
2023
Q3 		$684K Sell
6,196
-86
-1% -$9.48K ﹤0.01% 961
2023
Q2 		$694K Buy
6,282
+4,870
+345% +$537K ﹤0.01% 957
2023
Q1 		$156K Buy
1,412
+218
+18% +$24K ﹤0.01% 1441
2022
Q4 		$131K Buy
1,194
+725
+155% +$79.7K ﹤0.01% 1445
2022
Q3 		$52K Sell
469
-3,814
-89% -$420K ﹤0.01% 1591
2022
Q2 		$472K Sell
4,283
-185
-4% -$20.4K ﹤0.01% 1084
2022
Q1 		$493K Sell
4,468
-64
-1% -$7.06K ﹤0.01% 1158
2021
Q4 		$500K Sell
4,532
-3,561
-44% -$393K ﹤0.01% 1213
2021
Q3 		$894K Sell
8,093
-1,037
-11% -$115K ﹤0.01% 970
2021
Q2 		$1.01M Sell
9,130
-2,392
-21% -$264K ﹤0.01% 916
2021
Q1 		$1.27M Buy
11,522
+3,150
+38% +$348K ﹤0.01% 823
2020
Q4 		$925K Sell
8,372
-224
-3% -$24.8K ﹤0.01% 875
2020
Q3 		$952K Buy
8,596
+387
+5% +$42.8K ﹤0.01% 769
2020
Q2 		$909K Hold
8,209
– – ﹤0.01% 745
2020
Q1 		$911K Sell
8,209
-952
-10% -$105K 0.01% 698
2019
Q4 		$1.01M Hold
9,161
– – 0.01% 776
2019
Q3 		$1.01M Buy
9,161
+838
+10% +$92.6K 0.01% 743
2019
Q2 		$921K Buy
8,323
+73
+0.9% +$8.07K 0.01% 780
2019
Q1 		$912K Hold
8,250
– – 0.01% 755
2018
Q4 		$910K Buy
8,250
+34
+0.4% +$3.75K 0.01% 717
2018
Q3 		$907K Buy
8,216
+7,920
+2,676% +$874K 0.01% 773
2018
Q2 		$33K Hold
296
– – ﹤0.01% 1460
2018
Q1 		$33K Buy
+296
New +$32.6K ﹤0.01% 1382

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 $462M AUM 52.29% 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

William Blair & Company's SHV Position: Q1 2026 in Review

William Blair & Company reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.2% in Q1 2026, selling an estimated $30.1K and leaving 22,441 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #669.

William Blair & Company first reported a position in SHV in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.5M in Q4 2025. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • William Blair & Company held 22,441 shares of iShares 0-1 Year Treasury Bond ETF worth $2.48M as of Q1 2026.
  • William Blair & Company sold 273 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $30.1K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #669 holding.
  • William Blair & Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • William Blair & Company's iShares 0-1 Year Treasury Bond ETF position peaked at $2.5M in Q4 2025.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.