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Foundations Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Foundations Investment Advisors’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
Q1 		$43.5M Buy
393,978
+37,435
+10% +$4.13M 0.54% 50
2025
Q4 		$39.3M Sell
356,543
-118,881
-25% -$13.1M 0.51% 51
2025
Q3 		$52.5M Buy
475,424
+12,561
+3% +$1.39M 0.76% 33
2025
Q2 		$51.1M Buy
462,863
+52,011
+13% +$5.73M 0.81% 29
2025
Q1 		$45.4M Sell
410,852
-4,759
-1% -$525K 0.84% 25
2024
Q4 		$45.8M Sell
415,611
-48,480
-10% -$5.35M 0.88% 27
2024
Q3 		$51.3M Sell
464,091
-27,368
-6% -$3.02M 1.08% 22
2024
Q2 		$54.3M Sell
491,459
-45,102
-8% -$4.97M 1.32% 17
2024
Q1 		$59.3M Sell
536,561
-48,058
-8% -$5.3M 1.55% 12
2023
Q4 		$64.4M Sell
584,619
-115,480
-16% -$12.7M 1.73% 10
2023
Q3 		$77.3M Sell
700,099
-120,279
-15% -$13.3M 2.38% 7
2023
Q2 		$90.6M Buy
820,378
+460,734
+128% +$50.8M 3% 7
2023
Q1 		$39.7M Buy
359,644
+345,971
+2,530% +$38.1M 1.42% 14
2022
Q4 		$1.5M Sell
13,673
-225,371
-94% -$24.8M 0.06% 161
2022
Q3 		$26.3M Buy
+239,044
New +$26.3M 1.15% 13
2020
Q2 		– Sell
-918,556
Closed -$102M – 175
2020
Q1 		$102M Buy
+918,556
New +$102M 11.81% 5
2019
Q3 		– Sell
-198,319
Closed -$21.9M – 138
2019
Q2 		$21.9M Buy
+198,319
New +$21.9M 3.29% 11

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Foundations Investment Advisors's SHV Position: Q1 2026 in Review

Foundations Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 10% in Q1 2026, buying an estimated $4.13M and bringing the position to 393,978 shares worth $43.5M. The position accounts for 0.54% of the portfolio, ranked #50.

Foundations Investment Advisors first reported a position in SHV in Q2 2019 and has held it in 17 quarters since. The position peaked at $102M in Q1 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Foundations Investment Advisors held 393,978 shares of iShares 0-1 Year Treasury Bond ETF worth $43.5M as of Q1 2026.
  • Foundations Investment Advisors bought 37,435 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.13M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.54% of Foundations Investment Advisors's portfolio in Q1 2026, its #50 holding.
  • Foundations Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 17 quarters since.
  • Foundations Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $102M in Q1 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.