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Leavell Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Leavell Investment 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 		$1.19M Buy
10,807
+1,805
+20% +$199K 0.04% 300
2026
Q1 		$994K Sell
9,002
-205
-2% -$22.6K 0.04% 312
2025
Q4 		$1.01M Buy
9,207
+405
+5% +$44.7K 0.04% 296
2025
Q3 		$973K Sell
8,802
-919
-9% -$101K 0.04% 307
2025
Q2 		$1.07M Buy
9,721
+2,880
+42% +$318K 0.05% 291
2025
Q1 		$756K Sell
6,841
-775
-10% -$85.5K 0.04% 315
2024
Q4 		$839K Buy
7,616
+144
+2% +$15.9K 0.04% 302
2024
Q3 		$827K Sell
7,472
-1,160
-13% -$128K 0.04% 316
2024
Q2 		$954K Sell
8,632
-26
-0.3% -$2.87K 0.05% 278
2024
Q1 		$957K Hold
8,658
– – 0.06% 275
2023
Q4 		$954K Buy
8,658
+1,490
+21% +$164K 0.06% 270
2023
Q3 		$792K Buy
7,168
+725
+11% +$79.9K 0.06% 276
2023
Q2 		$712K Sell
6,443
-135
-2% -$14.9K 0.05% 287
2023
Q1 		$727K Hold
6,578
– – 0.05% 283
2022
Q4 		$723K Buy
+6,578
New +$723K 0.05% 278
2022
Q1 		– Sell
-3,549
Closed -$392K – 438
2021
Q4 		$392K Sell
3,549
-180
-5% -$19.9K 0.03% 351
2021
Q3 		$412K Sell
3,729
-552
-13% -$61K 0.03% 316
2021
Q2 		$473K Hold
4,281
– – 0.04% 290
2021
Q1 		$473K Sell
4,281
-273
-6% -$30.2K 0.04% 290
2020
Q4 		$503K Sell
4,554
-50
-1% -$5.53K 0.04% 273
2020
Q3 		$510K Buy
4,604
+355
+8% +$39.3K 0.04% 262
2020
Q2 		$471K Buy
+4,249
New +$471K 0.05% 260

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

Leavell Investment Management's SHV Position: Q2 2026 in Review

Leavell Investment Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 20% in Q2 2026, buying an estimated $199K and bringing the position to 10,807 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #300.

Leavell Investment Management first reported a position in SHV in Q2 2020 and has held it in 22 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Leavell Investment Management held 10,807 shares of iShares 0-1 Year Treasury Bond ETF worth $1.19M as of Q2 2026.
  • Leavell Investment Management bought 1,805 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $199K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.04% of Leavell Investment Management's portfolio in Q2 2026, its #300 holding.
  • Leavell Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.