IFC & Insurance Marketing, Inc. SHV — ISHARES 0 1 YEAR TREASURY BOND ETF

Ownership history in IFC & Insurance Marketing, Inc.  ·  3 quarters on record

AI Ownership Summary

IFC & Insurance Marketing, Inc. reported ISHARES 0 1 YEAR TREASURY BOND ETF (SHV) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.35% in 2026 Q1. The latest visible filing shows SHV at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFC & Insurance Marketing, Inc.'s position in ISHARES 0 1 YEAR TREASURY BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SHV was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFC & Insurance Marketing, Inc. held SHV — position size vs. price
% of Fund (quarterly)    SHV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,017 -42 -1.4% 0.29% $333K 2026-07-09 $109.17
2026 Q1 ADDED — — — 3,059 +1,226 +66.9% 0.35% $338K 2026-04-17 $108.34
2025 Q4 INITIATED — — — 1,833 — — 0.20% $202 2026-02-12 $107.67

🏢 Other funds also holding SHV

As of 2026 Q3 — sorted by position size

Montecito Bank & Trust 3Y 7Y 0.12% Planning Strategies Inc. 0.01% Noble Wealth Management PBC 0.01%

FAQ About IFC & Insurance Marketing, Inc. and SHV

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFC & Insurance Marketing, Inc. reported owning SHV?

IFC & Insurance Marketing, Inc. reported SHV across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported SHV position in IFC & Insurance Marketing, Inc.'s portfolio?

The largest reported portfolio weight for SHV was 0.35% in 2026 Q1.

What is the latest reported SHV position on this page?

The most recent filing on this page is 2026 Q2, when IFC & Insurance Marketing, Inc. reported 3,017 shares, equal to 0.29% of portfolio, with an estimated market value of $333K.

What does the chart on this SHV ownership page compare?

The chart compares IFC & Insurance Marketing, Inc.'s quarterly SHV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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