Insigneo Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Insigneo Advisory Services’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	$3.98M	Buy	36,028 +2,840	+9%	+$313K	0.15%	105
2026 Q1	$3.66M	Sell	33,188 -3,022	-8%	-$333K	0.26%	66
2025 Q4	$3.99M	Sell	36,210 -3,386	-9%	-$373K	0.29%	55
2025 Q3	$4.37M	Buy	39,596 +4,798	+14%	+$529K	0.31%	53
2025 Q2	$3.84M	Buy	34,798 +12	+0%	+$1.32K	0.33%	50
2025 Q1	$3.84M	Sell	34,786 -1,364	-4%	-$150K	0.4%	41
2024 Q4	$3.98M	Buy	36,150 +1,253	+4%	+$138K	0.41%	40
2024 Q3	$3.86M	Buy	34,897 +60	+0.2%	+$6.62K	0.39%	44
2024 Q2	$3.84M	Buy	+34,837	New	+$3.84M	0.43%	38

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Insigneo Advisory Services's SHV Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.6% in Q2 2026, buying an estimated $313K and bringing the position to 36,028 shares worth $3.98M. The position accounts for 0.15% of the portfolio, ranked #105.

Insigneo Advisory Services first reported a position in SHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.37M in Q3 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Insigneo Advisory Services held 36,028 shares of iShares 0-1 Year Treasury Bond ETF worth $3.98M as of Q2 2026.
Insigneo Advisory Services bought 2,840 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $313K.
iShares 0-1 Year Treasury Bond ETF made up 0.15% of Insigneo Advisory Services's portfolio in Q2 2026, its #105 holding.
Insigneo Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $4.37M in Q3 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.