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

Strategic Point 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
Q1 		– Sell
-198,740
Closed -$21.9M – 37
2025
Q4 		$21.9M Buy
198,740
+7,892
+4% +$870K 3.03% 12
2025
Q3 		$21.1M Buy
190,848
+4,297
+2% +$474K 3.03% 11
2025
Q2 		$20.6M Buy
186,551
+3,251
+2% +$358K 3.18% 11
2025
Q1 		$20.2M Buy
183,300
+576
+0.3% +$63.5K 3.37% 11
2024
Q4 		$20.1M Buy
182,724
+4,168
+2% +$460K 3.28% 11
2024
Q3 		$19.8M Buy
178,556
+2,820
+2% +$311K 3.26% 13
2024
Q2 		$19.4M Sell
175,736
-484
-0.3% -$53.4K 3.48% 12
2024
Q1 		$19.5M Buy
176,220
+4,445
+3% +$490K 3.54% 12
2023
Q4 		$18.9M Buy
171,775
+1,696
+1% +$187K 3.66% 11
2023
Q3 		$18.8M Buy
170,079
+3,562
+2% +$393K 4.01% 9
2023
Q2 		$18.4M Buy
166,517
+1,314
+0.8% +$145K 3.77% 10
2023
Q1 		$18.3M Buy
165,203
+3,336
+2% +$367K 4.06% 9
2022
Q4 		$17.8M Buy
161,867
+1,662
+1% +$183K 4.28% 9
2022
Q3 		$17.6M Buy
+160,205
New +$17.6M 4.93% 7

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 $374B AUM 17.66% 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

Strategic Point Investment Advisors's SHV Position: Q1 2026 in Review

Strategic Point Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 198,740 shares — an estimated $21.9M sold.

Strategic Point Investment Advisors first reported a position in SHV in Q3 2022 and held it in 14 quarters. The position peaked at $21.9M in Q4 2025. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Strategic Point Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 198,740 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $21.9M.
  • Strategic Point Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 14 quarters.
  • Strategic Point Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $21.9M in Q4 2025.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.