AIIMS
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Analyst IMS Investment Management Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Analyst IMS Investment Management 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 		$1.47M Buy
+13,286
New +$1.46M 0.03% 80

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

Analyst IMS Investment Management Services's SHV Position: Q2 2026 in Review

Analyst IMS Investment Management Services opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 13,286 shares worth $1.47M. The stake represents 0.03% of the portfolio and ranks #80 among its holdings.

720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Analyst IMS Investment Management Services held 13,286 shares of iShares 0-1 Year Treasury Bond ETF worth $1.47M as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Analyst IMS Investment Management Services position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #80 holding.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.