IAIM
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International Assets Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

International Assets Investment Management’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 		$34.9K Buy
317
+3
+1% +$331 ﹤0.01% 1433
2026
Q1 		$34.6K Sell
314
-79
-20% -$8.71K ﹤0.01% 1336
2025
Q4 		$43.3K Buy
+393
New +$43.3K ﹤0.01% 1253
2024
Q3 		– Sell
-1,679
Closed -$186K – 2516
2024
Q2 		$186K Buy
+1,679
New +$185K 0.02% 739

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

International Assets Investment Management's SHV Position: Q2 2026 in Review

International Assets Investment Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.96% in Q2 2026, buying an estimated $331 and bringing the position to 317 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

International Assets Investment Management first reported a position in SHV in Q2 2024 and has held it in 4 quarters since. The position peaked at $186K in Q2 2024. 579 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • International Assets Investment Management held 317 shares of iShares 0-1 Year Treasury Bond ETF worth $34.9K as of Q2 2026.
  • International Assets Investment Management bought 3 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $331.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1433 holding.
  • International Assets Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $186K in Q2 2024.
  • 579 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.