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 Q3	$521K	Buy	4,721 +332	+8%	+$36.6K	0.36%	43
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Leibman Financial Services's SHV Position: Q3 2026 in Review

Leibman Financial Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.6% in Q3 2026, buying an estimated $36.6K and bringing the position to 4,721 shares worth $521K. The position accounts for 0.36% of the portfolio, ranked #43.

Leibman Financial Services first reported a position in SHV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q4 2023. 461 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Leibman Financial Services held 4,721 shares of iShares 0-1 Year Treasury Bond ETF worth $521K as of Q3 2026.
Leibman Financial Services bought 332 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $36.6K.
iShares 0-1 Year Treasury Bond ETF made up 0.36% of Leibman Financial Services's portfolio in Q3 2026, its #43 holding.
Leibman Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Leibman Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $1.25M in Q4 2023.
461 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Leibman Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.