Integrated Advisors Network
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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
Q3 		$489K Buy
4,432
+7
+0.2% +$771 0.02% 470
2026
Q2 		$488K Sell
4,425
-9,437
-68% -$1.04M 0.02% 464
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
AdvisorShares Investments
AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Integrated Advisors Network's SHV Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.16% in Q3 2026, buying an estimated $771 and bringing the position to 4,432 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #470.

Integrated Advisors Network first reported a position in SHV in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.06M in Q2 2022. 522 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Integrated Advisors Network held 4,432 shares of iShares 0-1 Year Treasury Bond ETF worth $489K as of Q3 2026.
  • Integrated Advisors Network bought 7 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $771.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #470 holding.
  • Integrated Advisors Network first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Integrated Advisors Network's iShares 0-1 Year Treasury Bond ETF position peaked at $4.06M in Q2 2022.
  • 522 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.