IAN
SHV icon

Integrated Advisors Network’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Integrated Advisors Network’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
Q1 		$1.53M Buy
13,862
+9,335
+206% +$1.03M 0.08% 246
2025
Q4 		$499K Sell
4,527
-253
-5% -$27.9K 0.02% 473
2025
Q3 		$528K Sell
4,780
-69
-1% -$7.61K 0.02% 486
2025
Q2 		$535K Sell
4,849
-22
-0.5% -$2.43K 0.02% 479
2025
Q1 		$538K Sell
4,871
-134
-3% -$14.8K 0.03% 446
2024
Q4 		$551K Buy
5,005
+12
+0.2% +$1.32K 0.03% 427
2024
Q3 		$552K Buy
4,993
+10
+0.2% +$1.1K 0.03% 445
2024
Q2 		$551K Sell
4,983
-36
-0.7% -$3.97K 0.03% 419
2024
Q1 		$555K Sell
5,019
-754
-13% -$83.2K 0.03% 440
2023
Q4 		$636K Sell
5,773
-3,056
-35% -$337K 0.04% 374
2023
Q3 		$975K Sell
8,829
-825
-9% -$91K 0.06% 285
2023
Q2 		$1.07M Sell
9,654
-39
-0.4% -$4.3K 0.06% 276
2023
Q1 		$1.07M Sell
9,693
-725
-7% -$79.9K 0.06% 276
2022
Q4 		$1.15M Sell
10,418
-25,451
-71% -$2.8M 0.07% 266
2022
Q3 		$3.95M Sell
35,869
-1,026
-3% -$113K 0.27% 96
2022
Q2 		$4.06M Buy
36,895
+17,544
+91% +$1.93M 0.26% 110
2022
Q1 		$2.13M Buy
19,351
+8,610
+80% +$950K 0.13% 189
2021
Q4 		$1.19M Sell
10,741
-247
-2% -$27.3K 0.07% 249
2021
Q3 		$1.21M Sell
10,988
-1,523
-12% -$168K 0.08% 223
2021
Q2 		$1.38M Sell
12,511
-1,245
-9% -$138K 0.1% 189
2021
Q1 		$1.52M Buy
13,756
+9,860
+253% +$1.09M 0.14% 160
2020
Q4 		$431K Hold
3,896
– – 0.05% 305
2020
Q3 		$431K Buy
+3,896
New +$431K 0.05% 282

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Advisors Network's SHV Position: Q1 2026 in Review

Integrated Advisors Network increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 206% in Q1 2026, buying an estimated $1.03M and bringing the position to 13,862 shares worth $1.53M. The position accounts for 0.08% of the portfolio, ranked #246.

Integrated Advisors Network first reported a position in SHV in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.06M in Q2 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Integrated Advisors Network held 13,862 shares of iShares 0-1 Year Treasury Bond ETF worth $1.53M as of Q1 2026.
  • Integrated Advisors Network bought 9,335 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.03M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Integrated Advisors Network's portfolio in Q1 2026, its #246 holding.
  • Integrated Advisors Network first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Integrated Advisors Network's iShares 0-1 Year Treasury Bond ETF position peaked at $4.06M in Q2 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.