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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
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
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 $380M AUM 40.02% 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

World Investment Advisors's SHV Position: Q1 2026 in Review

World Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 60% in Q1 2026, buying an estimated $522K and bringing the position to 12,572 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #605.

World Investment Advisors first reported a position in SHV in Q1 2020 and has held it in 11 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • World Investment Advisors held 12,572 shares of iShares 0-1 Year Treasury Bond ETF worth $1.39M as of Q1 2026.
  • World Investment Advisors bought 4,730 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $522K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of World Investment Advisors's portfolio in Q1 2026, its #605 holding.
  • World Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 11 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.