LWPC
SHV icon

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

Legacy Wealth Partners (Colorado)’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 		$1.99M Buy
18,012
+3,338
+23% +$368K 0.45% 39
2026
Q1 		$1.62M Buy
14,674
+1,571
+12% +$173K 0.41% 42
2025
Q4 		$1.44M Buy
+13,103
New +$1.44M 0.37% 44

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

Legacy Wealth Partners (Colorado)'s SHV Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 23% in Q2 2026, buying an estimated $368K and bringing the position to 18,012 shares worth $1.99M. The position accounts for 0.45% of the portfolio, ranked #39.

Legacy Wealth Partners (Colorado) first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 18,012 shares of iShares 0-1 Year Treasury Bond ETF worth $1.99M as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 3,338 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $368K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.45% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #39 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.