How many shares of SHV does Integrated Wealth Concepts LLC own?

As of 2026-Q2, Integrated Wealth Concepts LLC holds 109,105 shares of SHV (ISHARES SHORT TREASURY BOND).

What is Integrated Wealth Concepts LLC's SHV position worth?

As of 2026-Q2, Integrated Wealth Concepts LLC's SHV position is worth $12M.

Is Integrated Wealth Concepts LLC buying or selling SHV?

In 2026-Q2, Integrated Wealth Concepts LLC increased their SHV position (+82.7% change in shares).

When did Integrated Wealth Concepts LLC first buy SHV?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in SHV in 2019-Q2. They have held the position across 29 quarters.

Back to IW Integrated Wealth Concepts LLC

SHV
29 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES SHORT TREASURY BOND

Current Value

$12M

Current Shares

109,105

Total Value Change

+$11.8M

Total Shares Change

+106,501

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	109,105	+82.7%	$12M	0.1%	$109.69	43
2026-Q1	Increased	59,713	+31.8%	$6.6M	0.1%	$108.76	35
2025-Q4	Decreased	45,297	-43.5%	$5M	0.1%	$107.89	0
2025-Q3	Decreased	80,233	-4.7%	$8.9M	0.1%	$106.81	0
2025-Q2	Decreased	84,202	-8.1%	$9.3M	0.1%	$105.64	0
2025-Q1	Decreased	91,637	-0.5%	$10.1M	0.1%	$104.58	0
2024-Q4	Decreased	92,067	-14.5%	$10.1M	0.1%	$103.53	0
2024-Q3	Decreased	107,659	-14.9%	$11.9M	0.1%	$102.37	0
2024-Q2	Decreased	126,455	-58.7%	$14M	0.2%	$100.93	0
2024-Q1	Increased	306,318	+1.8%	$33.9M	0.5%	$99.68	35
2023-Q4	Increased	300,846	+221.1%	$33.1M	0.5%	$98.48	66
2023-Q3	Increased	93,689	+47.8%	$10.3M	0.2%	$97.08	45
2023-Q2	Decreased	63,396	-64.2%	$7M	0.1%	$95.87	0
2023-Q1	Decreased	177,171	-67.7%	$19.6M	0.4%	$94.82	0
2022-Q4	Increased	547,985	+3.0%	$60.2M	1.6%	$93.76	48
2022-Q3	Decreased	532,100	-9.9%	$58.5M	1.9%	$92.93	0
2022-Q2	Increased	590,574	+99.9%	$65M	2.0%	$92.71	82
2022-Q1	Increased	295,375	+772.4%	$32.6M	1.0%	$92.74	66
2021-Q4	Increased	33,858	+841.3%	$3.7M	0.1%	$92.89	51
2021-Q3	Decreased	3,597	-90.1%	$397,000	0.0%	$92.93	0
2021-Q2	Decreased	36,498	-23.3%	$4M	0.1%	$92.94	0
2021-Q1	Increased	47,599	+1213.1%	$5.3M	0.2%	$92.96	52
2020-Q4	Decreased	3,625	-84.3%	$401,000	0.0%	$92.98	0
2020-Q3	Decreased	23,091	-37.5%	$2.6M	0.2%	$92.97	0
2020-Q2	Decreased	36,965	-78.1%	$4.1M	0.3%	$92.98	0
2020-Q1	Increased	168,604	+8882.6%	$18.7M	1.7%	$92.96	72
2019-Q4	Decreased	1,877	-4.1%	$207,000	0.0%	$92.23	0
2019-Q3	Decreased	1,958	-24.8%	$217,000	0.0%	$91.77	0
2019-Q2	New	2,604	-	$288,000	0.0%	$91.28	32

Other major holders of SHV: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.

SHV29 quarters

SHV
29 quarters