AIS
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American Investment Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

American Investment Services’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 		$4.34M Sell
39,336
-11,739
-23% -$1.29M 0.92% 30
2026
Q1 		$5.64M Buy
51,075
+966
+2% +$107K 1.26% 24
2025
Q4 		$5.52M Sell
50,109
-175
-0.3% -$19.3K 1.28% 23
2025
Q3 		$5.56M Sell
50,284
-2,404
-5% -$265K 1.33% 23
2025
Q2 		$5.82M Sell
52,688
-18,819
-26% -$2.07M 1.49% 22
2025
Q1 		$7.9M Buy
71,507
+30,074
+73% +$3.32M 1.39% 21
2024
Q4 		$4.56M Buy
41,433
+7,873
+23% +$868K 0.81% 34
2024
Q3 		$3.71M Buy
33,560
+4,446
+15% +$491K 0.62% 38
2024
Q2 		$3.22M Buy
+29,114
New +$3.21M 0.57% 41
2022
Q3 		– Sell
-1,923
Closed -$212K – 123
2022
Q2 		$212K Hold
1,923
– – 0.05% 114
2022
Q1 		$212K Hold
1,923
– – 0.05% 114
2021
Q4 		$212K Hold
1,923
– – 0.05% 119
2021
Q3 		$212K Sell
1,923
-288
-13% -$31.8K 0.05% 119
2021
Q2 		$244K Sell
2,211
-385
-15% -$42.5K 0.06% 109
2021
Q1 		$287K Hold
2,596
– – 0.08% 98
2020
Q4 		$287K Hold
2,596
– – 0.09% 114
2020
Q3 		$287K Hold
2,596
– – 0.1% 118
2020
Q2 		$287K Sell
2,596
-413
-14% -$45.8K 0.1% 113
2020
Q1 		$334K Hold
3,009
– – 0.13% 105
2019
Q4 		$332K Sell
3,009
-794
-21% -$87.8K 0.1% 118
2019
Q3 		$421K Buy
3,803
+419
+12% +$46.3K 0.13% 103
2019
Q2 		$374K Sell
3,384
-2,364
-41% -$261K 0.12% 103
2019
Q1 		$636K Sell
5,748
-150
-3% -$16.6K 0.2% 71
2018
Q4 		$651K Buy
+5,898
New +$651K 0.23% 64

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

American Investment Services's SHV Position: Q2 2026 in Review

American Investment Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 23% in Q2 2026, selling an estimated $1.29M and leaving 39,336 shares worth $4.34M. The position accounts for 0.92% of the portfolio, ranked #30.

American Investment Services first reported a position in SHV in Q4 2018 and has held it in 24 quarters since. The position peaked at $7.9M in Q1 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • American Investment Services held 39,336 shares of iShares 0-1 Year Treasury Bond ETF worth $4.34M as of Q2 2026.
  • American Investment Services sold 11,739 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.29M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.92% of American Investment Services's portfolio in Q2 2026, its #30 holding.
  • American Investment Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • American Investment Services's iShares 0-1 Year Treasury Bond ETF position peaked at $7.9M in Q1 2025.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.