IF
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Intrua Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Intrua Financial’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
2025
Q2 		– Sell
-2,220
Closed -$245K – 390
2025
Q1 		$245K Buy
+2,220
New +$245K 0.04% 317

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Bank of America
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LPL Financial
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UBS Group
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Wealthfront Advisers
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Intrua Financial's SHV Position: Q2 2025 in Review

Intrua Financial sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 2,220 shares — an estimated $245K sold.

Intrua Financial first reported a position in SHV in Q1 2025 and held it in 1 quarter. The position peaked at $245K in Q1 2025. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Intrua Financial reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Intrua Financial sold 2,220 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $245K.
  • Intrua Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Intrua Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $245K in Q1 2025.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Intrua Financial's 13F filing for Q2 2025, filed 8 Aug 2025.