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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
Q2 		$64.9M Buy
587,723
+193,745
+49% +$21.4M 0.67% 38
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 $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

Foundations Investment Advisors's SHV Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 49% in Q2 2026, buying an estimated $21.4M and bringing the position to 587,723 shares worth $64.9M. The position accounts for 0.67% of the portfolio, ranked #38.

Foundations Investment Advisors first reported a position in SHV in Q2 2019 and has held it in 18 quarters since. The position peaked at $102M in Q1 2020. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Foundations Investment Advisors held 587,723 shares of iShares 0-1 Year Treasury Bond ETF worth $64.9M as of Q2 2026.
  • Foundations Investment Advisors bought 193,745 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $21.4M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.67% of Foundations Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Foundations Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 18 quarters since.
  • Foundations Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $102M in Q1 2020.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.