OIA
SHV icon

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

OneDigital 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 		$1.39M Buy
12,605
+4,790
+61% +$528K 0.01% 625
2026
Q1 		$863K Sell
7,815
-6,544
-46% -$722K 0.01% 734
2025
Q4 		$1.58M Sell
14,359
-312
-2% -$34.4K 0.02% 527
2025
Q3 		$1.62M Sell
14,671
-1,921
-12% -$212K 0.02% 503
2025
Q2 		$1.83M Sell
16,592
-5,808
-26% -$640K 0.02% 455
2025
Q1 		$2.47M Sell
22,400
-3,986
-15% -$440K 0.03% 354
2024
Q4 		$2.91M Sell
26,386
-4,800
-15% -$529K 0.03% 341
2024
Q3 		$3.45M Sell
31,186
-70,524
-69% -$7.78M 0.04% 311
2024
Q2 		$11.2M Sell
101,710
-3,299
-3% -$364K 0.14% 125
2024
Q1 		$11.6M Sell
105,009
-28,723
-21% -$3.17M 0.18% 113
2023
Q4 		$14.7M Sell
133,732
-56,914
-30% -$6.27M 0.26% 86
2023
Q3 		$21.1M Buy
190,646
+12,945
+7% +$1.43M 0.46% 51
2023
Q2 		$19.6M Buy
177,701
+18,101
+11% +$2M 0.43% 52
2023
Q1 		$17.6M Buy
159,600
+34,366
+27% +$3.79M 0.41% 54
2022
Q4 		$13.8M Buy
125,234
+80,227
+178% +$8.82M 0.4% 56
2022
Q3 		$4.95M Buy
45,007
+33,903
+305% +$3.73M 0.18% 88
2022
Q2 		$1.22M Buy
11,104
+741
+7% +$81.6K 0.05% 224
2022
Q1 		$1.14M Buy
10,363
+2,291
+28% +$253K 0.04% 240
2021
Q4 		$891K Buy
8,072
+92
+1% +$10.2K 0.03% 308
2021
Q3 		$882K Sell
7,980
-312
-4% -$34.5K 0.04% 294
2021
Q2 		$916K Sell
8,292
-15
-0.2% -$1.66K 0.04% 272
2021
Q1 		$918K Buy
8,307
+207
+3% +$22.9K 0.04% 261
2020
Q4 		$895K Buy
8,100
+3,752
+86% +$415K 0.05% 243
2020
Q3 		$481K Sell
4,348
-37,634
-90% -$4.17M 0.03% 318
2020
Q2 		$4.65M Sell
41,982
-8,837
-17% -$979K 0.33% 64
2020
Q1 		$5.64M Buy
50,819
+28,914
+132% +$3.2M 0.5% 43
2019
Q4 		$2.42M Buy
+21,905
New +$2.42M 0.19% 113

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

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

OneDigital Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 61% in Q2 2026, buying an estimated $528K and bringing the position to 12,605 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #625.

OneDigital Investment Advisors first reported a position in SHV in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.1M in Q3 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • OneDigital Investment Advisors held 12,605 shares of iShares 0-1 Year Treasury Bond ETF worth $1.39M as of Q2 2026.
  • OneDigital Investment Advisors bought 4,790 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $528K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #625 holding.
  • OneDigital Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • OneDigital Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $21.1M in Q3 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.