LHWM
SHV icon

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

Lake Hills 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
2026
Q2 		$419K Sell
3,795
-609
-14% -$67.1K 0.19% 50
2026
Q1 		$486K Buy
4,404
+344
+8% +$37.9K 0.27% 35
2025
Q4 		$447K Sell
4,060
-762
-16% -$84K 0.23% 35
2025
Q3 		$533K Sell
4,822
-1,184
-20% -$131K 0.28% 28
2025
Q2 		$663K Buy
6,006
+132
+2% +$14.6K 0.38% 26
2025
Q1 		$649K Sell
5,874
-216
-4% -$23.8K 0.45% 23
2024
Q4 		$671K Sell
6,090
-1,767
-22% -$195K 0.46% 39
2024
Q3 		$869K Buy
7,857
+1,784
+29% +$197K 0.58% 34
2024
Q2 		$671K Sell
6,073
-5,002
-45% -$552K 0.48% 33
2024
Q1 		$1.22M Sell
11,075
-27,271
-71% -$3.01M 1.1% 29
2023
Q4 		$4.22M Buy
38,346
+19,211
+100% +$2.12M 4.22% 9
2023
Q3 		$2.11M Buy
+19,135
New +$2.11M 2.14% 13
2023
Q2 		– Sell
-5,132
Closed -$567K – 47
2023
Q1 		$567K Sell
5,132
-49,248
-91% -$5.42M 0.59% 23
2022
Q4 		$5.98M Buy
+54,380
New +$5.98M 5.96% 6
2022
Q3 		– Sell
-198,751
Closed -$21.9M – 45
2022
Q2 		$21.9M Buy
+198,751
New +$21.9M 16.18% 1

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Lake Hills Wealth Management's SHV Position: Q2 2026 in Review

Lake Hills Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 14% in Q2 2026, selling an estimated $67.1K and leaving 3,795 shares worth $419K. The position accounts for 0.19% of the portfolio, ranked #50.

Lake Hills Wealth Management first reported a position in SHV in Q2 2022 and has held it in 15 quarters since. The position peaked at $21.9M in Q2 2022. 315 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Lake Hills Wealth Management held 3,795 shares of iShares 0-1 Year Treasury Bond ETF worth $419K as of Q2 2026.
  • Lake Hills Wealth Management sold 609 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $67.1K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.19% of Lake Hills Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Lake Hills Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Lake Hills Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $21.9M in Q2 2022.
  • 315 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.