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

Investment Partners’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	$400K	Hold	3,627	–	–	0.13%	127
2026 Q1	$400K	Hold	3,627	–	–	0.14%	120
2025 Q4	$400K	Hold	3,627	–	–	0.14%	115
2025 Q3	$401K	Hold	3,627	–	–	0.14%	113
2025 Q2	$400K	Hold	3,627	–	–	0.15%	111
2025 Q1	$401K	Hold	3,627	–	–	0.17%	112
2024 Q4	$399K	Hold	3,627	–	–	0.16%	110
2024 Q3	$401K	Hold	3,627	–	–	0.17%	107
2024 Q2	$401K	Hold	3,627	–	–	0.18%	100
2024 Q1	$401K	Sell	3,627 -8,235	-69%	-$909K	0.18%	103
2023 Q4	$1.31M	Buy	11,862 +453	+4%	+$49.9K	0.64%	46
2023 Q3	$1.26M	Buy	+11,409	New	+$1.26M	0.66%	44

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 Partners's SHV Position: Q2 2026 in Review

Investment Partners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 3,627 shares worth $400K. The position accounts for 0.13% of the portfolio, ranked #127.

Investment Partners first reported a position in SHV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q4 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Investment Partners held 3,627 shares of iShares 0-1 Year Treasury Bond ETF worth $400K as of Q2 2026.
Investment Partners left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.13% of Investment Partners's portfolio in Q2 2026, its #127 holding.
Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Investment Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.31M in Q4 2023.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.