ISWM
SHV icon

Independent Solutions Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Independent Solutions Wealth Management’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 		$12M Sell
108,641
-36,373
-25% -$4.01M 1.56% 7
2026
Q1 		$16M Buy
145,014
+33,315
+30% +$3.67M 2.36% 5
2025
Q4 		$12.3M Buy
111,699
+18,118
+19% +$2M 2.26% 8
2025
Q3 		$10.3M Buy
93,581
+12,686
+16% +$1.4M 1.84% 12
2025
Q2 		$8.93M Buy
80,895
+6,882
+9% +$759K 1.74% 13
2025
Q1 		$8.18M Buy
74,013
+4,667
+7% +$515K 1.83% 14
2024
Q4 		$7.64M Buy
69,346
+50,372
+265% +$5.55M 1.67% 17
2024
Q3 		$2.1M Buy
18,974
+10,059
+113% +$1.11M 0.47% 62
2024
Q2 		$985K Buy
8,915
+3,589
+67% +$396K 0.23% 101
2024
Q1 		$589K Sell
5,326
-21,226
-80% -$2.34M 0.14% 110
2023
Q4 		$2.92M Sell
26,552
-37,849
-59% -$4.17M 0.75% 43
2023
Q3 		$7.11M Buy
64,401
+50,621
+367% +$5.58M 1.85% 12
2023
Q2 		$1.52M Buy
13,780
+7,904
+135% +$871K 0.38% 65
2023
Q1 		$649K Buy
+5,876
New +$647K 0.19% 104

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

Independent Solutions Wealth Management's SHV Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 25% in Q2 2026, selling an estimated $4.01M and leaving 108,641 shares worth $12M. The position accounts for 1.56% of the portfolio, ranked #7.

Independent Solutions Wealth Management first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. The position peaked at $16M in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Independent Solutions Wealth Management held 108,641 shares of iShares 0-1 Year Treasury Bond ETF worth $12M as of Q2 2026.
  • Independent Solutions Wealth Management sold 36,373 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.01M.
  • iShares 0-1 Year Treasury Bond ETF made up 1.56% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Independent Solutions Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Independent Solutions Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $16M in Q1 2026.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.