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

Investment Partners Asset 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	$498K	Sell	4,515 -590	-12%	-$65K	0.28%	98
2026 Q1	$564K	Sell	5,105 -170	-3%	-$18.7K	0.35%	86
2025 Q4	$581K	Sell	5,275 -2,000	-27%	-$221K	0.36%	78
2025 Q3	$804K	Hold	7,275	–	–	0.53%	53
2025 Q2	$803K	Buy	7,275 +260	+4%	+$28.7K	0.56%	52
2025 Q1	$775K	Sell	7,015 -315	-4%	-$34.7K	0.61%	49
2024 Q4	$807K	Sell	7,330 -170	-2%	-$18.7K	0.63%	47
2024 Q3	$830K	Sell	7,500 -175	-2%	-$19.3K	0.68%	43
2024 Q2	$848K	Hold	7,675	–	–	0.76%	38
2024 Q1	$848K	Sell	7,675 -325	-4%	-$35.9K	0.77%	37
2023 Q4	$881K	Buy	+8,000	New	+$882K	0.88%	34

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Investment Partners Asset Management's SHV Position: Q2 2026 in Review

Investment Partners Asset Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q2 2026, selling an estimated $65K and leaving 4,515 shares worth $498K. The position accounts for 0.28% of the portfolio, ranked #98.

Investment Partners Asset Management first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $881K in Q4 2023. 278 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Investment Partners Asset Management held 4,515 shares of iShares 0-1 Year Treasury Bond ETF worth $498K as of Q2 2026.
Investment Partners Asset Management sold 590 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $65K.
iShares 0-1 Year Treasury Bond ETF made up 0.28% of Investment Partners Asset Management's portfolio in Q2 2026, its #98 holding.
Investment Partners Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $881K in Q4 2023.
278 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.