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
Q3 		$200K Buy
1,817
+67
+4% +$7.38K 0.04% 270
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

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Investors Research Corp's SHV Position: Q3 2026 in Review

Investors Research Corp increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.8% in Q3 2026, buying an estimated $7.38K and bringing the position to 1,817 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #270.

Investors Research Corp first reported a position in SHV in Q1 2020 and has held it in 27 quarters since. The position peaked at $214K in Q1 2024. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Investors Research Corp held 1,817 shares of iShares 0-1 Year Treasury Bond ETF worth $200K as of Q3 2026.
  • Investors Research Corp bought 67 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $7.38K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.04% of Investors Research Corp's portfolio in Q3 2026, its #270 holding.
  • Investors Research Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Investors Research Corp's iShares 0-1 Year Treasury Bond ETF position peaked at $214K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.