IAGL
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Innovative Advisory Group, LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-350
Closed -$38.6K – 194
2025
Q4 		$38.6K Hold
350
– – 0.02% 80
2025
Q3 		$38.7K Hold
350
– – 0.02% 82
2025
Q2 		$38.6K Hold
350
– – 0.03% 76
2025
Q1 		$38.7K Buy
+350
New +$38.6K 0.04% 67

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Wells Fargo
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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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Advisory Group, LLC's SHV Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 350 shares — an estimated $38.6K sold.

Innovative Advisory Group, LLC first reported a position in SHV in Q1 2025 and held it in 4 quarters. The position peaked at $38.7K in Q3 2025. 742 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 350 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $38.6K.
  • Innovative Advisory Group, LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and held it in 4 quarters.
  • Innovative Advisory Group, LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $38.7K in Q3 2025.
  • 742 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.