LF
SHV icon

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

Lee Financial’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 		$11.7M Sell
106,073
-3,048
-3% -$336K 1.49% 10
2026
Q1 		$12M Sell
109,121
-38,703
-26% -$4.27M 1.7% 10
2025
Q4 		$16.3M Sell
147,824
-52,483
-26% -$5.79M 2.2% 10
2025
Q3 		$22.1M Buy
200,307
+28,470
+17% +$3.14M 2.78% 9
2025
Q2 		$19M Sell
171,837
-7,557
-4% -$833K 2.72% 8
2025
Q1 		$19.8M Sell
179,394
-42,043
-19% -$4.64M 3.03% 8
2024
Q4 		$24.4M Sell
221,437
-2,872
-1% -$317K 3.42% 8
2024
Q3 		$24.8M Buy
224,309
+19,526
+10% +$2.15M 3.52% 8
2024
Q2 		$22.6M Buy
204,783
+4,686
+2% +$517K 3.69% 7
2024
Q1 		$22.1M Buy
200,097
+13,880
+7% +$1.53M 3.69% 7
2023
Q4 		$20.5M Buy
186,217
+15,523
+9% +$1.71M 3.6% 6
2023
Q3 		$18.9M Sell
170,694
-6,422
-4% -$708K 3.51% 8
2023
Q2 		$19.6M Sell
177,116
-6,167
-3% -$680K 3.43% 7
2023
Q1 		$20.3M Buy
183,283
+157,943
+623% +$17.4M 3.47% 10
2022
Q4 		$2.79M Buy
+25,340
New +$2.79M 0.48% 26
2022
Q2 		– Sell
-260
Closed -$29K – 983
2022
Q1 		$29K Hold
260
– – 0.01% 289
2021
Q4 		$29K Hold
260
– – 0.01% 319
2021
Q3 		$29K Buy
+260
New +$28.7K 0.01% 284
2020
Q3 		– Sell
-489
Closed -$54K – 564
2020
Q2 		$54K Hold
489
– – 0.02% 196
2020
Q1 		$54K Hold
489
– – 0.02% 163
2019
Q4 		$54K Hold
489
– – 0.01% 186
2019
Q3 		$54K Sell
489
-2,745
-85% -$303K 0.01% 183
2019
Q2 		$358K Buy
3,234
+489
+18% +$54K 0.08% 96
2019
Q1 		$304K Sell
2,745
-659
-19% -$72.8K 0.07% 99
2018
Q4 		$375K Hold
3,404
– – 0.1% 83
2018
Q3 		$376K Buy
3,404
+659
+24% +$72.7K 0.09% 89
2018
Q2 		$303K Hold
2,745
– – 0.07% 122
2018
Q1 		$303K Buy
+2,745
New +$303K 0.08% 125

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

Lee Financial's SHV Position: Q2 2026 in Review

Lee Financial reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.8% in Q2 2026, selling an estimated $336K and leaving 106,073 shares worth $11.7M. The position accounts for 1.49% of the portfolio, ranked #10.

Lee Financial first reported a position in SHV in Q1 2018 and has held it in 28 quarters since. The position peaked at $24.8M in Q3 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Lee Financial held 106,073 shares of iShares 0-1 Year Treasury Bond ETF worth $11.7M as of Q2 2026.
  • Lee Financial sold 3,048 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $336K.
  • iShares 0-1 Year Treasury Bond ETF made up 1.49% of Lee Financial's portfolio in Q2 2026, its #10 holding.
  • Lee Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and has held it in 28 quarters since.
  • Lee Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $24.8M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.