IFG
SHV icon

Independent Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Independent Financial Group’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 		$7.16M Sell
64,872
-3,280
-5% -$362K 0.13% 147
2026
Q1 		$7.52M Sell
68,152
-2,538
-4% -$280K 0.17% 123
2025
Q4 		$7.79M Sell
70,690
-3,811
-5% -$420K 0.17% 114
2025
Q3 		$8.23M Sell
74,501
-16,041
-18% -$1.77M 0.2% 95
2025
Q2 		$10M Buy
90,542
+8,772
+11% +$967K 0.28% 57
2025
Q1 		$9.03M Buy
81,770
+12,492
+18% +$1.38M 0.31% 53
2024
Q4 		$7.63M Sell
69,278
-2,455
-3% -$271K 0.25% 67
2024
Q3 		$7.94M Buy
71,733
+12,096
+20% +$1.33M 0.29% 63
2024
Q2 		$6.59M Buy
59,637
+1,029
+2% +$113K 0.26% 72
2024
Q1 		$6.48M Buy
58,608
+2,426
+4% +$268K 0.3% 72
2023
Q4 		$6.19M Buy
56,182
+11,642
+26% +$1.28M 0.33% 60
2023
Q3 		$4.92M Buy
44,540
+6,308
+16% +$695K 0.32% 57
2023
Q2 		$4.22M Sell
38,232
-100
-0.3% -$11K 0.29% 65
2023
Q1 		$4.24M Buy
38,332
+4,561
+14% +$502K 0.34% 59
2022
Q4 		$3.71M Buy
33,771
+7,203
+27% +$792K 0.32% 59
2022
Q3 		$2.92M Buy
26,568
+1,860
+8% +$205K 0.26% 67
2022
Q2 		$2.72M Buy
24,708
+5,839
+31% +$643K 0.29% 72
2022
Q1 		$2.08M Buy
18,869
+1,914
+11% +$211K 0.17% 122
2021
Q4 		$1.87M Buy
16,955
+2,420
+17% +$267K 0.15% 136
2021
Q3 		$1.61M Buy
14,535
+2,200
+18% +$243K 0.16% 127
2021
Q2 		$1.36M Buy
12,335
+470
+4% +$51.9K 0.14% 161
2021
Q1 		$1.31M Buy
11,865
+2,641
+29% +$292K 0.17% 148
2020
Q4 		$1.02M Sell
9,224
-937
-9% -$104K 0.15% 164
2020
Q3 		$1.12M Sell
10,161
-14
-0.1% -$1.55K 0.21% 119
2020
Q2 		$1.13M Buy
10,175
+820
+9% +$90.9K 0.25% 100
2020
Q1 		$1.04M Buy
+9,355
New +$1.04M 0.31% 78

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's SHV Position: Q2 2026 in Review

Independent Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.8% in Q2 2026, selling an estimated $362K and leaving 64,872 shares worth $7.16M. The position accounts for 0.13% of the portfolio, ranked #147.

Independent Financial Group first reported a position in SHV in Q1 2020 and has held it in 26 quarters since. The position peaked at $10M in Q2 2025. 698 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Independent Financial Group held 64,872 shares of iShares 0-1 Year Treasury Bond ETF worth $7.16M as of Q2 2026.
  • Independent Financial Group sold 3,280 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $362K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.13% of Independent Financial Group's portfolio in Q2 2026, its #147 holding.
  • Independent Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $10M in Q2 2025.
  • 698 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.