SHV ISHARES TR

Ownership history in MAYPORT, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which MAYPORT, LLC reported a position in ISHARES TR (SHV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.45% (2023 Q4)
Avg. % of fund
2.99%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 104,796 -2,270 -2.1% 2.33% $11.5M $109.51
2025 Q3 REDUCED 107,066 -2,452 -2.2% 2.56% $11.8M $108.41
2025 Q2 REDUCED 109,518 -7,303 -6.3% 2.90% $12.1M $107.23
2025 Q1 REDUCED 116,821 -841 -0.7% 3.56% $12.9M $106.15
2024 Q4 ADDED 117,662 +15,325 +15.0% 3.82% $13.0M $105.08
2024 Q3 ADDED 102,337 +1,677 +1.7% 3.63% $11.3M $103.91
2024 Q2 ADDED 100,660 +2,047 +2.1% 3.96% $11.1M $102.45
2024 Q1 ADDED 98,613 +9,659 +10.9% 4.16% $10.9M $101.18
2023 Q4 ADDED 88,954 +48,471 +119.7% 4.45% $9.8M $99.96
2023 Q3 ADDED 40,483 +15,205 +60.2% 2.46% $4.5M $98.54
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHV price (monthly, adj. close)
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