Ken Fisher's SHV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 5,587 shares of iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) worth $616,457, representing 0.00% of the portfolio. First purchased in 2023-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Ken Fisher has maintained this position in SHV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2026, adding 5,587 shares. Largest reduction occurred in Q4 2023, reducing 1,916 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +5,587 | New Buy | 5,587 | $110.34 |
| Q4 2023 | -1,916 | Sold Out | 0 | $0.00 |
| Q3 2023 | +1,916 | New Buy | 1,916 | $110.49 |
Ken Fisher's iShares Trust iShares 0-1 Year Treasury Bond ETF Investment FAQs
Ken Fisher first purchased iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2023, acquiring 1,916 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) for 3 quarters since Q3 2023.
Ken Fisher's largest addition to iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) was in Q3 2026, adding 5,587 shares worth $616,457.
According to the latest 13F filing for Q3 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 5,587 shares of iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV), valued at approximately $616,457.
As of the Q3 2026 filing, iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) was 5,587 shares, as reported at the end of Q3 2026.