IIA
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IPG Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

IPG Investment Advisors’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 		$17.1M Buy
154,873
+24,245
+19% +$2.67M 2.46% 7
2026
Q1 		$14.4M Sell
130,628
-15,747
-11% -$1.74M 2.48% 7
2025
Q4 		$16.1M Buy
146,375
+79,725
+120% +$8.79M 2.83% 8
2025
Q3 		$7.36M Buy
66,650
+47,755
+253% +$5.27M 1.31% 22
2025
Q2 		$2.09M Buy
18,895
+3,080
+19% +$340K 0.41% 48
2025
Q1 		$1.75M Buy
15,815
+958
+6% +$106K 0.4% 45
2024
Q4 		$1.64M Sell
14,857
-355
-2% -$39.1K 0.37% 45
2024
Q3 		$1.68M Buy
15,212
+2,577
+20% +$284K 0.37% 52
2024
Q2 		$1.4M Sell
12,635
-749
-6% -$82.6K 0.31% 58
2024
Q1 		$1.48M Sell
13,384
-2,179
-14% -$240K 0.32% 57
2023
Q4 		$1.71M Sell
15,563
-1,070
-6% -$118K 0.34% 52
2023
Q3 		$1.84M Sell
16,633
-954
-5% -$105K 0.4% 50
2023
Q2 		$1.94M Sell
17,587
-3,020
-15% -$333K 0.42% 41
2023
Q1 		$2.28M Sell
20,607
-9,050
-31% -$997K 0.52% 36
2022
Q4 		$3.26M Sell
29,657
-8,452
-22% -$929K 0.91% 26
2022
Q3 		$4.19M Sell
38,109
-27,423
-42% -$3.02M 1.18% 22
2022
Q2 		$7.21M Sell
65,532
-12,434
-16% -$1.37M 1.81% 15
2022
Q1 		$8.6M Sell
77,966
-41,277
-35% -$4.55M 1.64% 15
2021
Q4 		$13.2M Buy
+119,243
New +$13.2M 2.38% 13
2021
Q2 		– Sell
-242,031
Closed -$26.7M – 211
2021
Q1 		$26.7M Sell
242,031
-62,516
-21% -$6.91M 5.22% 4
2020
Q4 		$33.7M Buy
304,547
+71,072
+30% +$7.86M 7.81% 1
2020
Q3 		$25.8M Buy
233,475
+133,608
+134% +$14.8M 7.39% 1
2020
Q2 		$11.1M Sell
99,867
-23,540
-19% -$2.61M 3.75% 8
2020
Q1 		$13.7M Buy
123,407
+115,786
+1,519% +$12.8M 5.75% 1
2019
Q4 		$842K Sell
7,621
-10,905
-59% -$1.21M 0.27% 57
2019
Q3 		$2.05M Buy
18,526
+10,192
+122% +$1.13M 0.72% 33
2019
Q2 		$922K Buy
+8,334
New +$921K 0.34% 51

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IPG Investment Advisors's SHV Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 19% in Q2 2026, buying an estimated $2.67M and bringing the position to 154,873 shares worth $17.1M. The position accounts for 2.46% of the portfolio, ranked #7.

IPG Investment Advisors first reported a position in SHV in Q2 2019 and has held it in 27 quarters since. The position peaked at $33.7M in Q4 2020. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • IPG Investment Advisors held 154,873 shares of iShares 0-1 Year Treasury Bond ETF worth $17.1M as of Q2 2026.
  • IPG Investment Advisors bought 24,245 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.67M.
  • iShares 0-1 Year Treasury Bond ETF made up 2.46% of IPG Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • IPG Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • IPG Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $33.7M in Q4 2020.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.