Lauterbach Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Lauterbach Financial 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 Q1	$215K	Buy	1,943 +11	+0.6%	+$1.21K	0.1%	75
2025 Q4	$213K	Buy	1,932 +25	+1%	+$2.76K	0.1%	76
2025 Q3	$211K	Buy	1,907 +20	+1%	+$2.21K	0.11%	78
2025 Q2	$208K	Buy	1,887 +19	+1%	+$2.1K	0.11%	76
2025 Q1	$206K	Buy	1,868 +13	+0.7%	+$1.43K	0.13%	72
2024 Q4	$204K	Buy	1,855 +30	+2%	+$3.31K	0.12%	70
2024 Q3	$202K	Buy	+1,825	New	+$201K	0.12%	66

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lauterbach Financial Advisors's SHV Position: Q1 2026 in Review

Lauterbach Financial Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.57% in Q1 2026, buying an estimated $1.21K and bringing the position to 1,943 shares worth $215K. The position accounts for 0.1% of the portfolio, ranked #75.

Lauterbach Financial Advisors first reported a position in SHV in Q3 2024 and has held it in 7 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Lauterbach Financial Advisors held 1,943 shares of iShares 0-1 Year Treasury Bond ETF worth $215K as of Q1 2026.
Lauterbach Financial Advisors bought 11 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.21K.
iShares 0-1 Year Treasury Bond ETF made up 0.1% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #75 holding.
Lauterbach Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.