Leelyn Smith’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Leelyn Smith’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	$1.93M	Buy	17,519 +7,360	+72%	+$811K	0.24%	95
2026 Q1	$1.12M	Buy	10,159 +3,089	+44%	+$341K	0.16%	96
2025 Q4	$779K	Buy	7,070 +754	+12%	+$83.1K	0.11%	102
2025 Q3	$698K	Sell	6,316 -4,011	-39%	-$442K	0.11%	106
2025 Q2	$1.14M	Buy	10,327 +1,019	+11%	+$112K	0.19%	92
2025 Q1	$1.03M	Buy	9,308 +4,753	+104%	+$524K	0.18%	92
2024 Q4	$502K	Buy	4,555 +417	+10%	+$46K	0.09%	104
2024 Q3	$458K	Buy	4,138 +228	+6%	+$25.2K	0.08%	105
2024 Q2	$432K	Buy	3,910 +802	+26%	+$88.4K	0.08%	106
2024 Q1	$344K	Buy	3,108 +302	+11%	+$33.3K	0.07%	111
2023 Q4	$309K	Buy	+2,806	New	+$309K	0.07%	112
2022 Q1	–	Sell	-464	Closed	-$51K	–	395
2021 Q4	$51K	Sell	464 -3	-0.6%	-$331	0.01%	198
2021 Q3	$52K	Sell	467 -4	-0.8%	-$442	0.02%	194
2021 Q2	$52K	Buy	471 +90	+24%	+$9.95K	0.02%	195
2021 Q1	$42K	Sell	381 -1	-0.3%	-$111	0.01%	211
2020 Q4	$42K	Sell	382 -63	-14%	-$6.97K	0.01%	202
2020 Q3	$49K	Buy	+445	New	+$49.3K	0.02%	189
2020 Q2	–	Sell	-255	Closed	-$28K	–	420
2020 Q1	$28K	Sell	255 -1,067	-81%	-$118K	0.01%	191
2019 Q4	$119	Buy	+1,322	New	+$146K	0.06%	139

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leelyn Smith's SHV Position: Q2 2026 in Review

Leelyn Smith increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 72% in Q2 2026, buying an estimated $811K and bringing the position to 17,519 shares worth $1.93M. The position accounts for 0.24% of the portfolio, ranked #95.

Leelyn Smith first reported a position in SHV in Q4 2019 and has held it in 19 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Leelyn Smith held 17,519 shares of iShares 0-1 Year Treasury Bond ETF worth $1.93M as of Q2 2026.
Leelyn Smith bought 7,360 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $811K.
iShares 0-1 Year Treasury Bond ETF made up 0.24% of Leelyn Smith's portfolio in Q2 2026, its #95 holding.
Leelyn Smith first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 19 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.