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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
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
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

IFG Advisory's SHV Position: Q1 2026 in Review

IFG Advisory sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 17,362 shares — an estimated $1.91M sold.

IFG Advisory first reported a position in SHV in Q2 2018 and held it in 8 quarters. The position peaked at $1.91M in Q4 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • IFG Advisory reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 17,362 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.91M.
  • IFG Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 8 quarters.
  • IFG Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $1.91M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.