Innovative Wealth Building
SHV icon

Innovative Wealth Building’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Innovative Wealth Building’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
Q3 		$470K Buy
4,264
+650
+18% +$71.6K 0.26% 46
2026
Q2 		$399K Buy
3,614
+1,399
+63% +$154K 0.23% 49
2026
Q1 		$245K Buy
+2,215
New +$244K 0.17% 62

Other funds holding SHV

BlackRock
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Innovative Wealth Building's SHV Position: Q3 2026 in Review

Innovative Wealth Building increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 18% in Q3 2026, buying an estimated $71.6K and bringing the position to 4,264 shares worth $470K. The position accounts for 0.26% of the portfolio, ranked #46.

Innovative Wealth Building first reported a position in SHV in Q1 2026 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Innovative Wealth Building held 4,264 shares of iShares 0-1 Year Treasury Bond ETF worth $470K as of Q3 2026.
  • Innovative Wealth Building bought 650 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $71.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.26% of Innovative Wealth Building's portfolio in Q3 2026, its #46 holding.
  • Innovative Wealth Building first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 678 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.