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 Q2	$5.56M	Sell	50,399 -465	-0.9%	-$51.3K	1.95%	16
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 $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

Alexander Labrunerie & Co's SHV Position: Q2 2026 in Review

Alexander Labrunerie & Co reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.91% in Q2 2026, selling an estimated $51.3K and leaving 50,399 shares worth $5.56M. The position accounts for 1.95% of the portfolio, ranked #16.

Alexander Labrunerie & Co first reported a position in SHV in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.25M in Q1 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Alexander Labrunerie & Co held 50,399 shares of iShares 0-1 Year Treasury Bond ETF worth $5.56M as of Q2 2026.
Alexander Labrunerie & Co sold 465 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $51.3K.
iShares 0-1 Year Treasury Bond ETF made up 1.95% of Alexander Labrunerie & Co's portfolio in Q2 2026, its #16 holding.
Alexander Labrunerie & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Alexander Labrunerie & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $6.25M in Q1 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Alexander Labrunerie & Co's 13F filing for Q2 2026, filed 3 Aug 2026.