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

Ironwood Investment 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
Q1 		$7.13M Buy
64,616
+1,699
+3% +$187K 2.97% 3
2025
Q4 		$6.93M Buy
62,917
+26,083
+71% +$2.88M 2.91% 3
2025
Q3 		$4.07M Buy
36,834
+1,212
+3% +$134K 1.77% 9
2025
Q2 		$3.93M Buy
35,622
+1,444
+4% +$159K 1.91% 7
2025
Q1 		$3.78M Buy
34,178
+2,488
+8% +$274K 2.06% 5
2024
Q4 		$3.49M Buy
31,690
+594
+2% +$65.5K 1.74% 7
2024
Q3 		$3.44M Buy
31,096
+1,696
+6% +$187K 1.68% 8
2024
Q2 		$3.25M Buy
29,400
+628
+2% +$69.3K 1.74% 8
2024
Q1 		$3.18M Sell
28,772
-3,847
-12% -$424K 1.55% 14
2023
Q4 		$3.59M Buy
32,619
+2,521
+8% +$278K 1.89% 9
2023
Q3 		$3.32M Buy
30,098
+24,358
+424% +$2.69M 2.03% 8
2023
Q2 		$634K Buy
+5,740
New +$633K 0.37% 78

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ironwood Investment Management's SHV Position: Q1 2026 in Review

Ironwood Investment Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.7% in Q1 2026, buying an estimated $187K and bringing the position to 64,616 shares worth $7.13M. The position accounts for 2.97% of the portfolio, ranked #3.

Ironwood Investment Management first reported a position in SHV in Q2 2023 and has held it in 12 quarters since. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Ironwood Investment Management held 64,616 shares of iShares 0-1 Year Treasury Bond ETF worth $7.13M as of Q1 2026.
  • Ironwood Investment Management bought 1,699 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $187K.
  • iShares 0-1 Year Treasury Bond ETF made up 2.97% of Ironwood Investment Management's portfolio in Q1 2026, its #3 holding.
  • Ironwood Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.