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 Q2	$628K	Buy	5,690 +4,567	+407%	+$503K	0.04%	217
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 $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

IMA Advisory Services's SHV Position: Q2 2026 in Review

IMA Advisory Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 407% in Q2 2026, buying an estimated $503K and bringing the position to 5,690 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #217.

IMA Advisory Services first reported a position in SHV in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.65M in Q1 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

IMA Advisory Services held 5,690 shares of iShares 0-1 Year Treasury Bond ETF worth $628K as of Q2 2026.
IMA Advisory Services bought 4,567 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $503K.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of IMA Advisory Services's portfolio in Q2 2026, its #217 holding.
IMA Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 28 quarters since.
IMA Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $2.65M in Q1 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.