LFS
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Leibman Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Leibman Financial 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 		$484K Sell
4,389
-1,162
-21% -$128K 0.32% 44
2026
Q1 		$613K Sell
5,551
-104
-2% -$11.5K 0.45% 47
2025
Q4 		$623K Sell
5,655
-235
-4% -$25.9K 0.45% 45
2025
Q3 		$651K Sell
5,890
-1,422
-19% -$157K 0.49% 44
2025
Q2 		$807K Sell
7,312
-2,343
-24% -$258K 0.62% 42
2025
Q1 		$1.07M Hold
9,655
– – 0.83% 38
2024
Q4 		$1.06M Sell
9,655
-719
-7% -$79.3K 0.78% 41
2024
Q3 		$1.15M Sell
10,374
-365
-3% -$40.3K 0.81% 36
2024
Q2 		$1.19M Sell
10,739
-395
-4% -$43.6K 0.88% 37
2024
Q1 		$1.23M Sell
11,134
-192
-2% -$21.2K 0.94% 36
2023
Q4 		$1.25M Buy
+11,326
New +$1.25M 1.04% 36

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Leibman Financial Services's SHV Position: Q2 2026 in Review

Leibman Financial Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 21% in Q2 2026, selling an estimated $128K and leaving 4,389 shares worth $484K. The position accounts for 0.32% of the portfolio, ranked #44.

Leibman Financial Services first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2023. 289 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Leibman Financial Services held 4,389 shares of iShares 0-1 Year Treasury Bond ETF worth $484K as of Q2 2026.
  • Leibman Financial Services sold 1,162 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $128K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.32% of Leibman Financial Services's portfolio in Q2 2026, its #44 holding.
  • Leibman Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Leibman Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $1.25M in Q4 2023.
  • 289 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Leibman Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.