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

IMA Advisory Services’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	$124K	Sell	1,123 -21,675	-95%	-$2.39M	0.01%	196
2025 Q4	$2.51M	Buy	22,798 +22,529	+8,375%	+$2.48M	0.24%	82
2025 Q3	$29.8K	Sell	269 -17,911	-99%	-$1.98M	﹤0.01%	272
2025 Q2	$2.01M	Sell	18,180 -5,845	-24%	-$644K	0.22%	81
2025 Q1	$2.65M	Buy	24,025 +7,206	+43%	+$795K	0.31%	59
2024 Q4	$1.85M	Buy	+16,819	New	+$1.85M	0.22%	90
2023 Q3	–	Sell	-8	Closed	-$884	–	295
2023 Q2	$884	Sell	8 -11	-58%	-$1.21K	﹤0.01%	282
2023 Q1	$2.1K	Sell	19 -26	-58%	-$2.86K	﹤0.01%	280
2022 Q4	$4.95K	Sell	45 -5	-10%	-$550	﹤0.01%	286
2022 Q3	$6K	Sell	50 -12	-19%	-$1.32K	﹤0.01%	276
2022 Q2	$7K	Buy	62 +5	+9%	+$551	﹤0.01%	275
2022 Q1	$6K	Hold	57	–	–	﹤0.01%	265
2021 Q4	$6K	Hold	57	–	–	﹤0.01%	276
2021 Q3	$6K	Hold	57	–	–	﹤0.01%	254
2021 Q2	$6K	Hold	57	–	–	﹤0.01%	251
2021 Q1	$6K	Hold	57	–	–	﹤0.01%	256
2020 Q4	$6K	Hold	57	–	–	﹤0.01%	247
2020 Q3	$6K	Hold	57	–	–	﹤0.01%	228
2020 Q2	$6K	Sell	57 -46	-45%	-$5.1K	﹤0.01%	222
2020 Q1	$11K	Hold	103	–	–	﹤0.01%	202
2019 Q4	$11K	Hold	103	–	–	﹤0.01%	210
2019 Q3	$11K	Hold	103	–	–	﹤0.01%	208
2019 Q2	$11K	Hold	103	–	–	﹤0.01%	196
2019 Q1	$11K	Hold	103	–	–	﹤0.01%	206
2018 Q4	$11K	Hold	103	–	–	0.01%	219
2018 Q3	$11K	Hold	103	–	–	﹤0.01%	220
2018 Q2	$11K	Buy	+103	New	+$11.4K	﹤0.01%	260

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IMA Advisory Services's SHV Position: Q1 2026 in Review

IMA Advisory Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 95% in Q1 2026, selling an estimated $2.39M and leaving 1,123 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #196.

IMA Advisory Services first reported a position in SHV in Q2 2018 and has held it in 27 quarters since. The position peaked at $2.65M in Q1 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

IMA Advisory Services held 1,123 shares of iShares 0-1 Year Treasury Bond ETF worth $124K as of Q1 2026.
IMA Advisory Services sold 21,675 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.39M.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #196 holding.
IMA Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 27 quarters since.
IMA Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $2.65M in Q1 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.