IWB
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
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
BlackRock New York $6.73T AUM 46.02% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 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

Innovative Wealth Building's SHV Position: Q2 2026 in Review

Innovative Wealth Building increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 63% in Q2 2026, buying an estimated $154K and bringing the position to 3,614 shares worth $399K. The position accounts for 0.23% of the portfolio, ranked #49.

Innovative Wealth Building first reported a position in SHV in Q1 2026 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Innovative Wealth Building held 3,614 shares of iShares 0-1 Year Treasury Bond ETF worth $399K as of Q2 2026.
  • Innovative Wealth Building bought 1,399 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $154K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.23% of Innovative Wealth Building's portfolio in Q2 2026, its #49 holding.
  • Innovative Wealth Building first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.