IIM
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IFC & Insurance Marketing’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

IFC & Insurance Marketing’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 		$333K Sell
3,017
-42
-1% -$4.63K 0.29% 50
2026
Q1 		$338K Buy
3,059
+1,226
+67% +$135K 0.35% 46
2025
Q4 		$202K Buy
+1,833
New +$202K 0.2% 56

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

IFC & Insurance Marketing's SHV Position: Q2 2026 in Review

IFC & Insurance Marketing reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.4% in Q2 2026, selling an estimated $4.63K and leaving 3,017 shares worth $333K. The position accounts for 0.29% of the portfolio, ranked #50.

IFC & Insurance Marketing first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $338K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • IFC & Insurance Marketing held 3,017 shares of iShares 0-1 Year Treasury Bond ETF worth $333K as of Q2 2026.
  • IFC & Insurance Marketing sold 42 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.63K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.29% of IFC & Insurance Marketing's portfolio in Q2 2026, its #50 holding.
  • IFC & Insurance Marketing first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • IFC & Insurance Marketing's iShares 0-1 Year Treasury Bond ETF position peaked at $338K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.