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

Almanack 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 		$368K Buy
3,334
+700
+27% +$77.2K 0.05% 202
2026
Q1 		$291K Hold
2,634
– – 0.05% 136
2025
Q4 		$290K Buy
2,634
+500
+23% +$55.1K 0.05% 137
2025
Q3 		$236K Hold
2,134
– – 0.04% 175
2025
Q2 		$236K Sell
2,134
-213
-9% -$23.5K 0.04% 185
2025
Q1 		$259K Sell
2,347
-91
-4% -$10K 0.05% 123
2024
Q4 		$268K Hold
2,438
– – 0.04% 152
2024
Q3 		$270K Buy
2,438
+50
+2% +$5.52K 0.04% 152
2024
Q2 		$264K Sell
2,388
-312
-12% -$34.4K 0.04% 152
2024
Q1 		$298K Hold
2,700
– – 0.05% 142
2023
Q4 		$297K Sell
2,700
-150
-5% -$16.5K 0.06% 126
2023
Q3 		$315K Hold
2,850
– – 0.06% 107
2023
Q2 		$315K Hold
2,850
– – 0.06% 127
2023
Q1 		$315K Sell
2,850
-7,714
-73% -$850K 0.06% 125
2022
Q4 		$1.16M Buy
+10,564
New +$1.16M 0.25% 47
2022
Q3 		– Sell
-10,144
Closed -$1.12M – 912
2022
Q2 		$1.12M Sell
10,144
-799
-7% -$88K 0.11% 129
2022
Q1 		$1.21M Sell
10,943
-172
-2% -$19K 0.1% 128
2021
Q4 		$1.23M Sell
11,115
-500
-4% -$55.2K 0.1% 130
2021
Q3 		$1.28M Buy
+11,615
New +$1.28M 0.11% 133
2019
Q3 		– Sell
-1,283
Closed -$142K – 290
2019
Q2 		$142K Buy
+1,283
New +$142K 0.03% 222
2019
Q1 		– Sell
-125,349
Closed -$13.8M – 193
2018
Q4 		$13.8M Sell
125,349
-23,659
-16% -$2.61M 4.08% 5
2018
Q3 		$16.4M Buy
+149,008
New +$16.4M 4.34% 5

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Almanack Investment Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 27% in Q2 2026, buying an estimated $77.2K and bringing the position to 3,334 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #202.

Almanack Investment Partners first reported a position in SHV in Q3 2018 and has held it in 22 quarters since. The position peaked at $16.4M in Q3 2018. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Almanack Investment Partners held 3,334 shares of iShares 0-1 Year Treasury Bond ETF worth $368K as of Q2 2026.
  • Almanack Investment Partners bought 700 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $77.2K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Almanack Investment Partners's portfolio in Q2 2026, its #202 holding.
  • Almanack Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and has held it in 22 quarters since.
  • Almanack Investment Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $16.4M in Q3 2018.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.