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

World 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	$1.49M	Buy	13,543 +971	+8%	+$107K	0.02%	569
2026 Q1	$1.39M	Buy	12,572 +4,730	+60%	+$522K	0.02%	605
2025 Q4	$864K	Buy	7,842 +3,037	+63%	+$335K	0.01%	739
2025 Q3	$531K	Buy	4,805 +46	+1%	+$5.07K	0.01%	753
2025 Q2	$525K	Sell	4,759 -151	-3%	-$16.6K	0.01%	710
2025 Q1	$542K	Sell	4,910 -6,162	-56%	-$680K	0.01%	675
2024 Q4	$1.22M	Buy	11,072 +353	+3%	+$38.9K	0.03%	425
2024 Q3	$1.19M	Buy	10,719 +482	+5%	+$53.2K	0.04%	392
2024 Q2	$1.13M	Buy	+10,237	New	+$1.13M	0.07%	254
2023 Q1	–	Sell	-4,194	Closed	-$461K	–	259
2022 Q4	$461K	Sell	4,194 -5,685	-58%	-$625K	0.11%	136
2022 Q3	$1.09M	Buy	+9,879	New	+$1.09M	0.26%	65
2020 Q2	–	Sell	-1,851	Closed	-$205K	–	182
2020 Q1	$205K	Buy	+1,851	New	+$205K	0.1%	124

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

World Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.7% in Q2 2026, buying an estimated $107K and bringing the position to 13,543 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #569.

World Investment Advisors first reported a position in SHV in Q1 2020 and has held it in 12 quarters since. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

World Investment Advisors held 13,543 shares of iShares 0-1 Year Treasury Bond ETF worth $1.49M as of Q2 2026.
World Investment Advisors bought 971 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $107K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #569 holding.
World Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 12 quarters since.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.