LSIA
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LaSalle St. Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

LaSalle St. Investment Advisors’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 		$45.8M Buy
414,903
+30,565
+8% +$3.37M 5.6% 2
2026
Q1 		$42.4M Buy
384,338
+81,707
+27% +$9.01M 5.98% 2
2025
Q4 		$33.3M Buy
302,631
+771
+0.3% +$85K 5.37% 2
2025
Q3 		$33.4M Buy
301,860
+14,014
+5% +$1.55M 5.98% 2
2025
Q2 		$31.8M Buy
287,846
+1,221
+0.4% +$135K 8.72% 1
2025
Q1 		$31.7M Sell
286,625
-83,078
-22% -$9.16M 7.46% 2
2024
Q4 		$40.7M Sell
369,703
-7,090
-2% -$782K 12.62% 1
2024
Q3 		$41.7M Buy
376,793
+7,616
+2% +$840K 16.38% 1
2024
Q2 		$40.8M Buy
369,177
+2,230
+0.6% +$246K 20.38% 1
2024
Q1 		$40.6M Sell
366,947
-15,187
-4% -$1.68M 22.79% 1
2023
Q4 		$42.1M Sell
382,134
-341,611
-47% -$37.7M 28.21% 1
2023
Q3 		$80M Buy
723,745
+515
+0.1% +$56.8K 39.1% 1
2023
Q2 		$79.9M Sell
723,230
-15,674
-2% -$1.73M 35.44% 1
2023
Q1 		$81.6M Buy
738,904
+3,397
+0.5% +$374K 36.07% 1
2022
Q4 		$80.8M Buy
+735,507
New +$80.8M 38.16% 1

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LaSalle St. Investment Advisors's SHV Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8% in Q2 2026, buying an estimated $3.37M and bringing the position to 414,903 shares worth $45.8M. The position accounts for 5.6% of the portfolio, ranked #2.

LaSalle St. Investment Advisors first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $81.6M in Q1 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • LaSalle St. Investment Advisors held 414,903 shares of iShares 0-1 Year Treasury Bond ETF worth $45.8M as of Q2 2026.
  • LaSalle St. Investment Advisors bought 30,565 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.37M.
  • iShares 0-1 Year Treasury Bond ETF made up 5.6% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • LaSalle St. Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • LaSalle St. Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $81.6M in Q1 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.