IWP
SHV icon

Innova Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Innova Wealth Partners’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 		$371K Sell
3,358
-201
-6% -$22.2K 0.15% 117
2026
Q1 		$393K Sell
3,559
-1,905
-35% -$210K 0.19% 90
2025
Q4 		$602K Sell
5,464
-198
-3% -$21.8K 0.3% 60
2025
Q3 		$626K Sell
5,662
-200
-3% -$22.1K 0.34% 55
2025
Q2 		$647K Sell
5,862
-139
-2% -$15.3K 0.38% 45
2025
Q1 		$663K Sell
6,001
-1,136
-16% -$125K 0.41% 41
2024
Q4 		$786K Buy
+7,137
New +$787K 0.5% 39
2024
Q3 		– Sell
-7,116
Closed -$786K – 127
2024
Q2 		$786K Sell
7,116
-1,254
-15% -$138K 0.56% 40
2024
Q1 		$925K Sell
8,370
-3,574
-30% -$394K 0.71% 31
2023
Q4 		$1.32M Buy
11,944
+73
+0.6% +$8.05K 1.13% 22
2023
Q3 		$1.31M Buy
11,871
+2,820
+31% +$311K 1.18% 18
2023
Q2 		$1,000K Buy
9,051
+6,004
+197% +$662K 0.85% 24
2023
Q1 		$337K Buy
+3,047
New +$336K 0.3% 33

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Innova Wealth Partners's SHV Position: Q2 2026 in Review

Innova Wealth Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.6% in Q2 2026, selling an estimated $22.2K and leaving 3,358 shares worth $371K. The position accounts for 0.15% of the portfolio, ranked #117.

Innova Wealth Partners first reported a position in SHV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q4 2023. 315 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Innova Wealth Partners held 3,358 shares of iShares 0-1 Year Treasury Bond ETF worth $371K as of Q2 2026.
  • Innova Wealth Partners sold 201 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $22.2K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.15% of Innova Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • Innova Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Innova Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.32M in Q4 2023.
  • 315 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.