Brian Low Financial Group
SHV icon

Brian Low Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Brian Low Financial Group’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
Q3 		$1.24M Buy
11,219
+123
+1% +$13.6K 0.69% 52
2026
Q2 		$1.22M Buy
11,096
+1,238
+13% +$136K 0.71% 54
2026
Q1 		$1.09M Buy
9,858
+48
+0.5% +$5.29K 0.74% 48
2025
Q4 		$1.08M Sell
9,810
-59
-0.6% -$6.51K 0.77% 42
2025
Q3 		$1.09M Sell
9,869
-358
-4% -$39.5K 0.85% 35
2025
Q2 		$1.13M Buy
+10,227
New +$1.13M 1.06% 20

Other funds holding SHV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Brian Low Financial Group's SHV Position: Q3 2026 in Review

Brian Low Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.1% in Q3 2026, buying an estimated $13.6K and bringing the position to 11,219 shares worth $1.24M. The position accounts for 0.69% of the portfolio, ranked #52.

Brian Low Financial Group first reported a position in SHV in Q2 2025 and has held it in 6 quarters since. 678 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Brian Low Financial Group held 11,219 shares of iShares 0-1 Year Treasury Bond ETF worth $1.24M as of Q3 2026.
  • Brian Low Financial Group bought 123 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $13.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.69% of Brian Low Financial Group's portfolio in Q3 2026, its #52 holding.
  • Brian Low Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 678 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.