Legacy Wealth Management (Idaho)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.53M	Buy	13,898 +2,784	+25%	+$307K	0.63%	39
2026 Q1	$1.23M	Buy	11,114 +1,213	+12%	+$134K	0.61%	42
2025 Q4	$1.09M	Sell	9,901 -3,311	-25%	-$365K	0.52%	43
2025 Q3	$1.46M	Buy	13,212 +4,349	+49%	+$480K	0.66%	38
2025 Q2	$979K	Buy	8,863 +36	+0.4%	+$3.97K	0.51%	36
2025 Q1	$975K	Sell	8,827 -2,015	-19%	-$222K	0.69%	31
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 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 Wealth Management (Idaho)'s SHV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 25% in Q2 2026, buying an estimated $307K and bringing the position to 13,898 shares worth $1.53M. The position accounts for 0.63% of the portfolio, ranked #39.

Legacy Wealth Management (Idaho) first reported a position in SHV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.07M in Q3 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Legacy Wealth Management (Idaho) held 13,898 shares of iShares 0-1 Year Treasury Bond ETF worth $1.53M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 2,784 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $307K.
iShares 0-1 Year Treasury Bond ETF made up 0.63% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #39 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s iShares 0-1 Year Treasury Bond ETF position peaked at $2.07M in Q3 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.