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

IFP 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 		$7.09M Buy
64,258
+5,388
+9% +$594K 0.13% 183
2026
Q1 		$6.5M Sell
58,870
-14,021
-19% -$1.55M 0.13% 172
2025
Q4 		$8.03M Buy
72,891
+19,918
+38% +$2.2M 0.18% 118
2025
Q3 		$5.85M Buy
52,973
+28,843
+120% +$3.18M 0.15% 146
2025
Q2 		$2.66M Sell
24,130
-148,821
-86% -$16.4M 0.08% 289
2025
Q1 		$19.1M Buy
172,951
+6,302
+4% +$695K 0.59% 29
2024
Q4 		$18.3M Buy
166,649
+15,869
+11% +$1.75M 0.6% 30
2024
Q3 		$16.7M Sell
150,780
-472
-0.3% -$52.1K 0.6% 31
2024
Q2 		$16.7M Buy
151,252
+25,496
+20% +$2.81M 0.66% 29
2024
Q1 		$13.9M Buy
125,756
+26,031
+26% +$2.87M 0.61% 32
2023
Q4 		$11M Buy
99,725
+54,285
+119% +$5.98M 0.52% 37
2023
Q3 		$5.02M Buy
45,440
+574
+1% +$63.3K 0.23% 96
2023
Q2 		$4.96M Sell
44,866
-67,191
-60% -$7.41M 0.21% 98
2023
Q1 		$12.4M Sell
112,057
-145,432
-56% -$16M 0.54% 34
2022
Q4 		$28.4M Buy
257,489
+189,219
+277% +$20.8M 0.76% 15
2022
Q3 		$7.53M Buy
68,270
+4,915
+8% +$541K 0.2% 102
2022
Q2 		$6.99M Hold
63,355
– – 0.22% 97
2022
Q1 		$6.99M Buy
63,355
+50,586
+396% +$5.58M 0.22% 97
2021
Q4 		$1.41M Buy
12,769
+9,034
+242% +$998K 0.03% 332
2021
Q3 		$414K Sell
3,735
-309
-8% -$34.1K 0.01% 648
2021
Q2 		$447K Sell
4,044
-1,679
-29% -$186K 0.01% 581
2021
Q1 		$633K Sell
5,723
-18,530
-76% -$2.05M 0.01% 459
2020
Q4 		$2.69M Sell
24,253
-179
-0.7% -$19.8K 0.11% 164
2020
Q3 		$2.7M Buy
24,432
+4,477
+22% +$496K 0.16% 128
2020
Q2 		$2.21M Buy
19,955
+3,958
+25% +$439K 0.18% 129
2020
Q1 		$1.78M Buy
15,997
+14,231
+806% +$1.57M 0.18% 130
2019
Q4 		$193K Buy
1,766
+1,441
+443% +$159K 0.01% 678
2019
Q3 		$36K Buy
+325
New +$35.9K ﹤0.01% 1511
2019
Q1 		$438K Sell
3,948
-13,935
-78% -$1.54M 0.06% 305
2018
Q4 		$1.97M Buy
17,883
+13,926
+352% +$1.54M 0.12% 191
2018
Q3 		$437K Buy
3,957
+1,903
+93% +$210K 0.02% 731
2018
Q2 		$227K Buy
2,054
+99
+5% +$10.9K 0.01% 1001
2018
Q1 		$216K Hold
1,955
– – 0.01% 957
2017
Q4 		$216K Sell
1,955
-5
-0.3% -$551 0.01% 959
2017
Q3 		$216K Sell
1,960
-18
-0.9% -$1.99K 0.01% 1095
2017
Q2 		$218K Buy
1,978
+87
+5% +$9.59K 0.01% 1086
2017
Q1 		$209K Sell
1,891
-1,563
-45% -$172K 0.01% 1094
2016
Q4 		$381K Sell
3,454
-671
-16% -$74K 0.02% 746
2016
Q3 		$456K Sell
4,125
-421
-9% -$46.5K 0.02% 597
2016
Q2 		$502K Buy
4,546
+598
+15% +$66K 0.03% 541
2016
Q1 		$438K Buy
3,948
+2,516
+176% +$278K 0.06% 305
2015
Q4 		$158K Buy
+1,432
New +$158K 0.01% 947

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

IFP Advisors's SHV Position: Q2 2026 in Review

IFP Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.2% in Q2 2026, buying an estimated $594K and bringing the position to 64,258 shares worth $7.09M. The position accounts for 0.13% of the portfolio, ranked #183.

IFP Advisors first reported a position in SHV in Q4 2015 and has held it in 42 quarters since. The position peaked at $28.4M in Q4 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • IFP Advisors held 64,258 shares of iShares 0-1 Year Treasury Bond ETF worth $7.09M as of Q2 2026.
  • IFP Advisors bought 5,388 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $594K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.13% of IFP Advisors's portfolio in Q2 2026, its #183 holding.
  • IFP Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $28.4M in Q4 2022.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.