Institute for Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.27M | Buy |
29,625
+1,649
| +6% | +$182K | 0.35% | 60 |
|
|
2025
Q4 | $3.08M | Sell |
27,976
-7,934
| -22% | -$875K | 0.33% | 63 |
|
|
2025
Q3 | $3.97M | Sell |
35,910
-18,802
| -34% | -$2.07M | 0.41% | 47 |
|
|
2025
Q2 | $6.04M | Buy |
54,712
+11,524
| +27% | +$1.27M | 0.67% | 25 |
|
|
2025
Q1 | $4.77M | Buy |
43,188
+5,614
| +15% | +$619K | 0.61% | 31 |
|
|
2024
Q4 | $4.14M | Buy |
37,574
+11,241
| +43% | +$1.24M | 0.52% | 34 |
|
|
2024
Q3 | $2.91M | Buy |
26,333
+1,582
| +6% | +$175K | 0.37% | 53 |
|
|
2024
Q2 | $2.74M | Sell |
24,751
-1,736
| -7% | -$191K | 0.37% | 55 |
|
|
2024
Q1 | $2.93M | Sell |
26,487
-9,547
| -26% | -$1.05M | 0.38% | 49 |
|
|
2023
Q4 | $3.97M | Buy |
36,034
+2,636
| +8% | +$291K | 0.64% | 31 |
|
|
2023
Q3 | $3.69M | Buy |
33,398
+16,082
| +93% | +$1.77M | 0.67% | 24 |
|
|
2023
Q2 | $1.91M | Sell |
17,316
-2,393
| -12% | -$264K | 0.32% | 79 |
|
|
2023
Q1 | $2.18M | Sell |
19,709
-29
| -0.1% | -$3.19K | 0.42% | 57 |
|
|
2022
Q4 | $2.17M | Sell |
19,738
-724
| -4% | -$79.6K | 0.46% | 51 |
|
|
2022
Q3 | $2.25M | Sell |
20,462
-901
| -4% | -$99.1K | 0.51% | 42 |
|
|
2022
Q2 | $2.35M | Sell |
21,363
-244
| -1% | -$26.9K | 0.46% | 44 |
|
|
2022
Q1 | $2.38M | Sell |
21,607
-3,673
| -15% | -$405K | 0.39% | 57 |
|
|
2021
Q4 | $2.79M | Buy |
25,280
+277
| +1% | +$30.6K | 0.45% | 48 |
|
|
2021
Q3 | $2.76M | Sell |
25,003
-67
| -0.3% | -$7.4K | 0.48% | 44 |
|
|
2021
Q2 | $2.77M | Sell |
25,070
-1,426
| -5% | -$158K | 0.49% | 49 |
|
|
2021
Q1 | $2.93M | Sell |
26,496
-1,831
| -6% | -$202K | 0.56% | 36 |
|
|
2020
Q4 | $3.13M | Sell |
28,327
-440
| -2% | -$48.7K | 0.62% | 31 |
|
|
2020
Q3 | $3.18M | Buy |
28,767
+1,097
| +4% | +$121K | 0.73% | 27 |
|
|
2020
Q2 | $3.06M | Buy |
27,670
+8,741
| +46% | +$969K | 0.75% | 24 |
|
|
2020
Q1 | $2.1M | Buy |
18,929
+2,260
| +14% | +$250K | 0.65% | 30 |
|
|
2019
Q4 | $1.84M | Sell |
16,669
-2,965
| -15% | -$328K | 0.42% | 49 |
|
|
2019
Q3 | $2.17M | Sell |
19,634
-6,506
| -25% | -$719K | 0.55% | 37 |
|
|
2019
Q2 | $2.89M | Sell |
26,140
-1,455
| -5% | -$161K | 0.64% | 24 |
|
|
2019
Q1 | $3.05M | Buy |
+27,595
| New | +$3.05M | 0.66% | 26 |
|
|
2018
Q4 | – | Sell |
-47,045
| Closed | -$5.2M | – | 333 |
|
|
2018
Q3 | $5.2M | Sell |
47,045
-7,420
| -14% | -$819K | 1.76% | 8 |
|
|
2018
Q2 | $6.03M | Buy |
54,465
+31,625
| +138% | +$3.49M | 1.92% | 6 |
|
|
2018
Q1 | $2.53M | Buy |
22,840
+18,597
| +438% | +$2.05M | 0.75% | 23 |
|
|
2017
Q4 | $468K | Sell |
4,243
-10,446
| -71% | -$1.15M | 0.11% | 238 |
|
|
2017
Q3 | $1.62M | Sell |
14,689
-2,267
| -13% | -$250K | 0.53% | 55 |
|
|
2017
Q2 | $1.87M | Buy |
+16,956
| New | +$1.87M | 0.52% | 43 |
|
|
2014
Q2 | – | Sell |
-1,297
| Closed | -$143K | – | 70 |
|
|
2014
Q1 | $143K | Sell |
1,297
-3,265
| -72% | -$360K | 0.12% | 49 |
|
|
2013
Q4 | $503K | Sell |
4,562
-644
| -12% | -$71K | 0.36% | 34 |
|
|
2013
Q3 | $574K | Sell |
5,206
-764
| -13% | -$84.2K | 0.39% | 32 |
|
|
2013
Q2 | $658K | Buy |
+5,970
| New | +$658K | 0.53% | 28 |
|
Other funds holding SHV
MW
Institute for Wealth Management's SHV Position: Q1 2026 in Review
Institute for Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.9% in Q1 2026, buying an estimated $182K and bringing the position to 29,625 shares worth $3.27M. The position accounts for 0.35% of the portfolio, ranked #60.
Institute for Wealth Management first reported a position in SHV in Q2 2013 and has held it in 39 quarters since. The position peaked at $6.04M in Q2 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.
- Institute for Wealth Management held 29,625 shares of iShares 0-1 Year Treasury Bond ETF worth $3.27M as of Q1 2026.
- Institute for Wealth Management bought 1,649 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $182K.
- iShares 0-1 Year Treasury Bond ETF made up 0.35% of Institute for Wealth Management's portfolio in Q1 2026, its #60 holding.
- Institute for Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 39 quarters since.
- Institute for Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $6.04M in Q2 2025.
- 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.