Integrated Wealth Concepts
SHV icon

Integrated Wealth Concepts’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Integrated Wealth Concepts’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 		$9.33M Buy
84,575
+24,862
+42% +$2.74M 0.06% 299
2026
Q1 		$6.59M Buy
59,713
+14,416
+32% +$1.59M 0.05% 340
2025
Q4 		$4.99M Sell
45,297
-34,936
-44% -$3.85M 0.06% 292
2025
Q3 		$8.86M Sell
80,233
-3,969
-5% -$438K 0.08% 241
2025
Q2 		$9.3M Sell
84,202
-7,435
-8% -$820K 0.09% 199
2025
Q1 		$10.1M Sell
91,637
-430
-0.5% -$47.4K 0.12% 168
2024
Q4 		$10.1M Sell
92,067
-15,592
-14% -$1.72M 0.12% 167
2024
Q3 		$11.9M Sell
107,659
-18,796
-15% -$2.07M 0.15% 149
2024
Q2 		$14M Sell
126,455
-179,863
-59% -$19.8M 0.19% 120
2024
Q1 		$33.9M Buy
306,318
+5,472
+2% +$604K 0.49% 32
2023
Q4 		$33.1M Buy
300,846
+207,157
+221% +$22.8M 0.54% 29
2023
Q3 		$10.3M Buy
93,689
+30,293
+48% +$3.34M 0.18% 135
2023
Q2 		$7M Sell
63,396
-113,775
-64% -$12.5M 0.12% 187
2023
Q1 		$19.6M Sell
177,171
-370,814
-68% -$40.8M 0.4% 53
2022
Q4 		$60.2M Buy
547,985
+15,885
+3% +$1.75M 1.64% 6
2022
Q3 		$58.5M Sell
532,100
-58,474
-10% -$6.43M 1.87% 5
2022
Q2 		$65M Buy
590,574
+295,199
+100% +$32.5M 2.02% 3
2022
Q1 		$32.6M Buy
295,375
+261,517
+772% +$28.8M 1% 20
2021
Q4 		$3.74M Buy
33,858
+30,261
+841% +$3.34M 0.11% 161
2021
Q3 		$397K Sell
3,597
-32,901
-90% -$3.63M 0.01% 633
2021
Q2 		$4.03M Sell
36,498
-11,101
-23% -$1.23M 0.14% 134
2021
Q1 		$5.26M Buy
47,599
+43,974
+1,213% +$4.86M 0.22% 94
2020
Q4 		$401K Sell
3,625
-19,466
-84% -$2.15M 0.02% 454
2020
Q3 		$2.56M Sell
23,091
-13,874
-38% -$1.54M 0.16% 114
2020
Q2 		$4.09M Sell
36,965
-131,639
-78% -$14.6M 0.29% 66
2020
Q1 		$18.7M Buy
168,604
+166,727
+8,883% +$18.5M 1.73% 10
2019
Q4 		$207K Sell
1,877
-81
-4% -$8.96K 0.02% 452
2019
Q3 		$217K Sell
1,958
-646
-25% -$71.4K 0.02% 393
2019
Q2 		$288K Buy
+2,604
New +$288K 0.04% 285
2019
Q1 		– Sell
-44,692
Closed -$4.93M – 340
2018
Q4 		$4.93M Buy
+44,692
New +$4.93M 1.34% 21

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NFP Retirement Inc
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's SHV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 42% in Q2 2026, buying an estimated $2.74M and bringing the position to 84,575 shares worth $9.33M. The position accounts for 0.06% of the portfolio, ranked #299.

Integrated Wealth Concepts first reported a position in SHV in Q4 2018 and has held it in 30 quarters since. The position peaked at $65M in Q2 2022. 727 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Integrated Wealth Concepts held 84,575 shares of iShares 0-1 Year Treasury Bond ETF worth $9.33M as of Q2 2026.
  • Integrated Wealth Concepts bought 24,862 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.74M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #299 holding.
  • Integrated Wealth Concepts first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's iShares 0-1 Year Treasury Bond ETF position peaked at $65M in Q2 2022.
  • 727 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.