IFG Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

IFG Advisory’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	$1.65M	Buy	+14,990	New	+$1.65M	0.06%	326
2026 Q1	–	Sell	-17,362	Closed	-$1.91M	–	779
2025 Q4	$1.91M	Buy	17,362 +8,280	+91%	+$913K	0.08%	251
2025 Q3	$1M	Buy	9,082 +302	+3%	+$33.3K	0.05%	358
2025 Q2	$969K	Sell	8,780 -14	-0.2%	-$1.54K	0.05%	349
2025 Q1	$971K	Buy	8,794 +212	+2%	+$23.4K	0.05%	329
2024 Q4	$945K	Sell	8,582 -2,278	-21%	-$251K	0.05%	306
2024 Q3	$1.2M	Buy	10,860 +2,093	+24%	+$231K	0.08%	255
2024 Q2	$969K	Buy	+8,767	New	+$967K	0.06%	287
2018 Q3	–	Sell	-4,921	Closed	-$517K	–	388
2018 Q2	$517K	Buy	+4,921	New	+$543K	0.11%	186

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFG Advisory's SHV Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 14,990 shares worth $1.65M. The stake represents 0.06% of the portfolio and ranks #326 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SHV as recently as Q4 2025.

IFG Advisory first reported a position in SHV in Q2 2018 and has held it in 9 quarters since. The position peaked at $1.91M in Q4 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

IFG Advisory held 14,990 shares of iShares 0-1 Year Treasury Bond ETF worth $1.65M as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new IFG Advisory position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.06% of IFG Advisory's portfolio in Q2 2026, its #326 holding.
IFG Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 9 quarters since.
IFG Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $1.91M in Q4 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.