AIFAIM
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American Institute for Advanced Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

American Institute for Advanced Investment Management’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 		$281K Hold
2,550
– – 0.16% 136
2026
Q1 		$281K Buy
2,550
+230
+10% +$25.4K 0.18% 126
2025
Q4 		$256K Hold
2,320
– – 0.16% 123
2025
Q3 		$256K Buy
2,320
+145
+7% +$16K 0.17% 121
2025
Q2 		$240K Hold
2,175
– – 0.17% 126
2025
Q1 		$240K Buy
+2,175
New +$240K 0.18% 120

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 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

American Institute for Advanced Investment Management's SHV Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 2,550 shares worth $281K. The position accounts for 0.16% of the portfolio, ranked #136.

American Institute for Advanced Investment Management first reported a position in SHV in Q1 2025 and has held it in 6 quarters since. The position peaked at $281K in Q1 2026. 500 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • American Institute for Advanced Investment Management held 2,550 shares of iShares 0-1 Year Treasury Bond ETF worth $281K as of Q2 2026.
  • American Institute for Advanced Investment Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.16% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #136 holding.
  • American Institute for Advanced Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • American Institute for Advanced Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $281K in Q1 2026.
  • 500 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.