LWM
SHV icon

Laidlaw Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Laidlaw Wealth Management’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
2025
Q1 		– Sell
-51,675
Closed -$5.69M – 141
2024
Q4 		$5.69M Buy
51,675
+9,586
+23% +$1.06M 2.48% 5
2024
Q3 		$4.66M Buy
42,089
+520
+1% +$57.4K 2.3% 7
2024
Q2 		$4.59M Buy
41,569
+1,001
+2% +$110K 2.52% 6
2024
Q1 		$4.48M Buy
40,568
+3,673
+10% +$405K 2.5% 5
2023
Q4 		$4.06M Sell
36,895
-9,329
-20% -$1.03M 1.48% 9
2023
Q3 		$5.11M Sell
46,224
-3,018
-6% -$333K 1.69% 5
2023
Q2 		$5.44M Buy
49,242
+3,373
+7% +$372K 1.06% 14
2023
Q1 		$5.07M Buy
45,869
+4,980
+12% +$549K 1.03% 14
2022
Q4 		$4.49M Sell
40,889
-2,727
-6% -$300K 0.96% 16
2022
Q3 		$4.8M Buy
43,616
+5,144
+13% +$566K 1.12% 14
2022
Q2 		$4.24M Buy
38,472
+34,440
+854% +$3.79M 0.86% 21
2022
Q1 		$445K Buy
4,032
+1,363
+51% +$150K 0.07% 237
2021
Q4 		$295K Buy
+2,669
New +$295K 0.05% 311

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Laidlaw Wealth Management's SHV Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 51,675 shares — an estimated $5.69M sold.

Laidlaw Wealth Management first reported a position in SHV in Q4 2021 and held it in 13 quarters. The position peaked at $5.69M in Q4 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 51,675 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $5.69M.
  • Laidlaw Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 13 quarters.
  • Laidlaw Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $5.69M in Q4 2024.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.