AIP
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Alexis Investment Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Alexis Investment Partners’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
Q2 		$3.64M Buy
32,973
+1,152
+4% +$127K 2.13% 17
2026
Q1 		$3.51M Sell
31,821
-2,291
-7% -$253K 2.42% 16
2025
Q4 		$3.76M Buy
34,112
+3,827
+13% +$422K 1.4% 19
2025
Q3 		$3.35M Buy
30,285
+6,123
+25% +$675K 0.29% 19
2025
Q2 		$2.67M Sell
24,162
-10,818
-31% -$1.19M 1.15% 18
2025
Q1 		$3.86M Sell
34,980
-1,090
-3% -$120K 1.85% 15
2024
Q4 		$3.97M Buy
+36,070
New +$3.98M 1.94% 15

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Alexis Investment Partners's SHV Position: Q2 2026 in Review

Alexis Investment Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.6% in Q2 2026, buying an estimated $127K and bringing the position to 32,973 shares worth $3.64M. The position accounts for 2.13% of the portfolio, ranked #17.

Alexis Investment Partners first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.97M in Q4 2024. 334 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Alexis Investment Partners held 32,973 shares of iShares 0-1 Year Treasury Bond ETF worth $3.64M as of Q2 2026.
  • Alexis Investment Partners bought 1,152 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $127K.
  • iShares 0-1 Year Treasury Bond ETF made up 2.13% of Alexis Investment Partners's portfolio in Q2 2026, its #17 holding.
  • Alexis Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Alexis Investment Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $3.97M in Q4 2024.
  • 334 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.