AIM
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Anchor Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Anchor 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 		$93.4K Hold
846
– – 0.01% 500
2026
Q1 		$93.4K Hold
846
– – 0.01% 496
2025
Q4 		$93.2K Hold
846
– – 0.01% 499
2025
Q3 		$93.5K Hold
846
– – 0.01% 498
2025
Q2 		$93.4K Hold
846
– – 0.01% 489
2025
Q1 		$93.4K Hold
846
– – 0.01% 474
2024
Q4 		$93.2K Hold
846
– – 0.01% 474
2024
Q3 		$93.6K Hold
846
– – 0.01% 479
2024
Q2 		$93.5K Hold
846
– – 0.01% 435
2024
Q1 		$93.5K Hold
846
– – 0.01% 449
2023
Q4 		$93.2K Hold
846
– – 0.01% 445
2023
Q3 		$93.5K Sell
846
-1,734
-67% -$191K 0.01% 433
2023
Q2 		$285K Hold
2,580
– – 0.04% 288
2023
Q1 		$285K Hold
2,580
– – 0.04% 291
2022
Q4 		$284K Sell
2,580
-15
-0.6% -$1.65K 0.04% 286
2022
Q3 		$285K Hold
2,595
– – 0.04% 278
2022
Q2 		$286K Hold
2,595
– – 0.04% 295
2022
Q1 		$286K Hold
2,595
– – 0.04% 326
2021
Q4 		$287K Hold
2,595
– – 0.04% 329
2021
Q3 		$287K Hold
2,595
– – 0.04% 307
2021
Q2 		$287K Sell
2,595
-500
-16% -$55.3K 0.04% 306
2021
Q1 		$342K Hold
3,095
– – 0.05% 266
2020
Q4 		$342K Hold
3,095
– – 0.06% 221
2020
Q3 		$343K Buy
+3,095
New +$343K 0.07% 201

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

Anchor Investment Management's SHV Position: Q2 2026 in Review

Anchor Investment Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 846 shares worth $93.4K. The position accounts for 0.01% of the portfolio, ranked #500.

Anchor Investment Management first reported a position in SHV in Q3 2020 and has held it in 24 quarters since. The position peaked at $343K in Q3 2020. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Anchor Investment Management held 846 shares of iShares 0-1 Year Treasury Bond ETF worth $93.4K as of Q2 2026.
  • Anchor 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 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #500 holding.
  • Anchor Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Anchor Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $343K in Q3 2020.
  • 724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.