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Legacy Investment Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$979K Buy
+8,863
New +$977K 0.51% 36
2024
Q4 		$1.19M Sell
10,842
-7,938
-42% -$875K 0.76% 27
2024
Q3 		$2.07M Buy
+18,780
New +$2.07M 1.21% 19

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Legacy Investment Solutions's SHV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025: 8,863 shares worth $979K. The stake represents 0.51% of the portfolio and ranks #36 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SHV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SHV in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.07M in Q3 2024. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Legacy Investment Solutions held 8,863 shares of iShares 0-1 Year Treasury Bond ETF worth $979K as of Q2 2025.
  • iShares 0-1 Year Treasury Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares 0-1 Year Treasury Bond ETF made up 0.51% of Legacy Investment Solutions's portfolio in Q2 2025, its #36 holding.
  • Legacy Investment Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $2.07M in Q3 2024.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.