Legacy Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Legacy Advisory Services’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	$23.1M	Sell	209,359 -19,338	-8%	-$2.13M	16.26%	1
2026 Q1	$25.2M	Sell	228,697 -15,836	-6%	-$1.75M	19.27%	1
2025 Q4	$26.9M	Sell	244,533 -7,706	-3%	-$850K	20.25%	1
2025 Q3	$27.9M	Sell	252,239 -7,247	-3%	-$799K	20.98%	1
2025 Q2	$28.7M	Buy	259,486 +23,881	+10%	+$2.63M	22.72%	1
2025 Q1	$26M	Buy	235,605 +213,844	+983%	+$23.6M	21.98%	1
2024 Q4	$2.4M	Buy	+21,761	New	+$2.4M	2.04%	14

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

Legacy Advisory Services's SHV Position: Q2 2026 in Review

Legacy Advisory Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.5% in Q2 2026, selling an estimated $2.13M and leaving 209,359 shares worth $23.1M. The position accounts for 16.26% of the portfolio, ranked #1.

Legacy Advisory Services first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.7M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Legacy Advisory Services held 209,359 shares of iShares 0-1 Year Treasury Bond ETF worth $23.1M as of Q2 2026.
Legacy Advisory Services sold 19,338 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.13M.
iShares 0-1 Year Treasury Bond ETF made up 16.26% of Legacy Advisory Services's portfolio in Q2 2026, its #1 holding.
Legacy Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Legacy Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $28.7M in Q2 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.