IRC
SHV icon

Investors Research Corp’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Investors Research Corp’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 		$193K Buy
1,750
+77
+5% +$8.49K 0.03% 274
2026
Q1 		$185K Buy
1,673
+50
+3% +$5.51K 0.04% 279
2025
Q4 		$179K Buy
1,623
+56
+4% +$6.17K 0.03% 308
2025
Q3 		$173K Sell
1,567
-86
-5% -$9.48K 0.03% 320
2025
Q2 		$183K Buy
1,653
+68
+4% +$7.5K 0.04% 309
2025
Q1 		$175K Buy
1,585
+6
+0.4% +$662 0.04% 308
2024
Q4 		$174K Buy
1,579
+25
+2% +$2.76K 0.04% 316
2024
Q3 		$172K Buy
1,554
+63
+4% +$6.95K 0.04% 324
2024
Q2 		$165K Sell
1,491
-449
-23% -$49.5K 0.04% 328
2024
Q1 		$214K Buy
1,940
+103
+6% +$11.4K 0.05% 313
2023
Q4 		$202K Sell
1,837
-99
-5% -$10.9K 0.05% 331
2023
Q3 		$214K Buy
1,936
+132
+7% +$14.6K 0.06% 312
2023
Q2 		$199K Buy
1,804
+119
+7% +$13.1K 0.05% 326
2023
Q1 		$186K Buy
1,685
+178
+12% +$19.6K 0.05% 334
2022
Q4 		$166K Buy
1,507
+155
+11% +$17K 0.04% 351
2022
Q3 		$149K Buy
1,352
+214
+19% +$23.5K 0.05% 341
2022
Q2 		$125K Buy
1,138
+102
+10% +$11.2K 0.04% 377
2022
Q1 		$114K Buy
1,036
+221
+27% +$24.4K 0.03% 396
2021
Q4 		$90K Buy
815
+218
+37% +$24.1K 0.03% 428
2021
Q3 		$66K Buy
597
+31
+5% +$3.42K 0.02% 477
2021
Q2 		$63K Buy
566
+168
+42% +$18.6K 0.02% 480
2021
Q1 		$44K Hold
398
– – 0.02% 539
2020
Q4 		$44K Buy
398
+63
+19% +$6.97K 0.02% 566
2020
Q3 		$37K Hold
335
– – 0.02% 567
2020
Q2 		$37K Buy
335
+135
+68% +$15K 0.02% 553
2020
Q1 		$22K Buy
+200
New +$22.1K 0.01% 589

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Investors Research Corp's SHV Position: Q2 2026 in Review

Investors Research Corp increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.6% in Q2 2026, buying an estimated $8.49K and bringing the position to 1,750 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #274.

Investors Research Corp first reported a position in SHV in Q1 2020 and has held it in 26 quarters since. The position peaked at $214K in Q1 2024. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Investors Research Corp held 1,750 shares of iShares 0-1 Year Treasury Bond ETF worth $193K as of Q2 2026.
  • Investors Research Corp bought 77 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.49K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Investors Research Corp's portfolio in Q2 2026, its #274 holding.
  • Investors Research Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Investors Research Corp's iShares 0-1 Year Treasury Bond ETF position peaked at $214K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.