ANCHOR CAPITAL ADVISORS LLC SHV holdings history
ISHARES 0-1 YEAR TREASURY BO · CUSIP 464288679 · CIK 813933
As of 2026-06-30, ANCHOR CAPITAL ADVISORS LLC reported 82.03K SHV (shares), valued at $9.05M, or 0.25% of its reported non-derivative portfolio. Filed 2026-09-03.
Verify history & sources →Shares decreased 39.14%; reported value decreased 39.16%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.25% | 82,035 | SEC filing ↗Filed Sep 3, 2026Amended |
| Q1 2026 | 0.42% | 134,791 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 0.43% | 136,116 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 0.50% | 155,114 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 0.53% | 163,392 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 0.55% | 166,161 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 2.44% | 776,544 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 2.98% | 1,013,013 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 3.02% | 971,521 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 1.30% | 449,642 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 3.36% | 1,155,425 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 4.67% | 1,512,931 | SEC filing ↗Filed Nov 9, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.67% | 1,512,931 | $167.13M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 9, 2023 |
| Q4 2023 | 3.36% | 1,155,425 | $127.25M | Shares decreased 23.63%; reported value decreased 23.87%, and weight changed -1.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 1.30% | 449,642 | $49.70M | Shares decreased 61.08%; reported value decreased 60.94%, and weight changed -2.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 3.02% | 971,521 | $107.35M | Shares increased 116.07%; reported value increased 115.99%, and weight changed +1.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 2.98% | 1,013,013 | $112.07M | Shares increased 4.27%; reported value increased 4.39%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 2.44% | 776,544 | $85.51M | Shares decreased 23.34%; reported value decreased 23.70%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 0.55% | 166,161 | $18.35M | Shares decreased 78.60%; reported value decreased 78.53%, and weight changed -1.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 0.53% | 163,392 | $18.04M | Shares decreased 1.67%; reported value decreased 1.70%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 0.50% | 155,114 | $17.14M | Shares decreased 5.07%; reported value decreased 5.01%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 0.43% | 136,116 | $14.99M | Shares decreased 12.25%; reported value decreased 12.52%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 0.42% | 134,791 | $14.88M | Shares decreased 0.97%; reported value decreased 0.76%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 0.25% | 82,035 | $9.05M | Shares decreased 39.14%; reported value decreased 39.16%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Sep 3, 2026 |
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