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

Investment Management Associates’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	$4.51M	Buy	40,874 +5,662	+16%	+$624K	0.93%	22
2026 Q1	$3.89M	Buy	35,212 +2,147	+6%	+$237K	0.93%	21
2025 Q4	$3.64M	Buy	33,065 +7,472	+29%	+$824K	1%	19
2025 Q3	$2.83M	Buy	25,593 +3,721	+17%	+$410K	0.83%	22
2025 Q2	$2.42M	Sell	21,872 -15,383	-41%	-$1.7M	0.81%	19
2025 Q1	$4.12M	Buy	37,255 +22,467	+152%	+$2.48M	1.68%	16
2024 Q4	$1.63M	Sell	14,788 -6,399	-30%	-$706K	0.71%	17
2024 Q3	$2.34M	Buy	21,187 +8,827	+71%	+$974K	0.92%	19
2024 Q2	$1.37M	Buy	12,360 +668	+6%	+$73.7K	0.47%	23
2024 Q1	$1.29M	Buy	+11,692	New	+$1.29M	0.45%	26

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Investment Management Associates's SHV Position: Q2 2026 in Review

Investment Management Associates increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 16% in Q2 2026, buying an estimated $624K and bringing the position to 40,874 shares worth $4.51M. The position accounts for 0.93% of the portfolio, ranked #22.

Investment Management Associates first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Investment Management Associates held 40,874 shares of iShares 0-1 Year Treasury Bond ETF worth $4.51M as of Q2 2026.
Investment Management Associates bought 5,662 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $624K.
iShares 0-1 Year Treasury Bond ETF made up 0.93% of Investment Management Associates's portfolio in Q2 2026, its #22 holding.
Investment Management Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Investment Management Associates's 13F filing for Q2 2026, filed 3 Aug 2026.