Inspirion Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Inspirion Wealth Advisors’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	$1.69M	Hold	15,390	–	–	0.19%	50
2026 Q1	$1.7M	Sell	15,390 -2,800	-15%	-$309K	0.21%	47
2025 Q4	$2M	Hold	18,190	–	–	0.25%	42
2025 Q3	$2.01M	Hold	18,190	–	–	0.28%	36
2025 Q2	$2.01M	Hold	18,190	–	–	0.27%	39
2025 Q1	$2.01M	Hold	18,190	–	–	0.28%	35
2024 Q4	$2M	Hold	18,190	–	–	0.28%	36
2024 Q3	$2.01M	Hold	18,190	–	–	0.28%	36
2024 Q2	$2.01M	Hold	18,190	–	–	0.31%	35
2024 Q1	$2.01M	Sell	18,190 -21	-0.1%	-$2.32K	0.33%	36
2023 Q4	$2.01M	Hold	18,211	–	–	0.36%	35
2023 Q3	$2.01M	Hold	18,211	–	–	0.39%	35
2023 Q2	$2.01M	Hold	18,211	–	–	0.39%	34
2023 Q1	$2.01M	Hold	18,211	–	–	0.4%	33
2022 Q4	$2M	Buy	+18,211	New	+$2M	0.42%	33

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Inspirion Wealth Advisors's SHV Position: Q2 2026 in Review

Inspirion Wealth Advisors held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 15,390 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #50.

Inspirion Wealth Advisors first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q3 2025. 301 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Inspirion Wealth Advisors held 15,390 shares of iShares 0-1 Year Treasury Bond ETF worth $1.69M as of Q2 2026.
Inspirion Wealth Advisors left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.19% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Inspirion Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Inspirion Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.01M in Q3 2025.
301 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.