Alexander Labrunerie & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Alexander Labrunerie & Co’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	$5.61M	Sell	50,864 -1,037	-2%	-$114K	2.1%	15
2025 Q4	$5.72M	Sell	51,901 -754	-1%	-$83.1K	2.07%	15
2025 Q3	$5.82M	Sell	52,655 -1,688	-3%	-$186K	2.15%	14
2025 Q2	$6M	Sell	54,343 -2,216	-4%	-$244K	2.46%	13
2025 Q1	$6.25M	Sell	56,559 -139	-0.2%	-$15.3K	2.7%	11
2024 Q4	$6.24M	Buy	56,698 +362	+0.6%	+$39.9K	2.76%	12
2024 Q3	$6.23M	Buy	+56,336	New	+$6.22M	2.85%	9

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alexander Labrunerie & Co's SHV Position: Q1 2026 in Review

Alexander Labrunerie & Co reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2% in Q1 2026, selling an estimated $114K and leaving 50,864 shares worth $5.61M. The position accounts for 2.1% of the portfolio, ranked #15.

Alexander Labrunerie & Co first reported a position in SHV in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.25M in Q1 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Alexander Labrunerie & Co held 50,864 shares of iShares 0-1 Year Treasury Bond ETF worth $5.61M as of Q1 2026.
Alexander Labrunerie & Co sold 1,037 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $114K.
iShares 0-1 Year Treasury Bond ETF made up 2.1% of Alexander Labrunerie & Co's portfolio in Q1 2026, its #15 holding.
Alexander Labrunerie & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Alexander Labrunerie & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $6.25M in Q1 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Alexander Labrunerie & Co's 13F filing for Q1 2026, filed 18 May 2026.