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Leo Wealth LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Leo Wealth LLC’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
Q1 		– Sell
-3,486
Closed -$384K – 476
2025
Q4 		$384K Sell
3,486
-1,169
-25% -$129K 0.03% 307
2025
Q3 		$514K Sell
4,655
-734
-14% -$81K 0.07% 172
2025
Q2 		$595K Hold
5,389
– – 0.05% 214
2025
Q1 		$595K Sell
5,389
-120
-2% -$13.2K 0.09% 161
2024
Q4 		$607K Sell
5,509
-130
-2% -$14.3K 0.05% 209
2024
Q3 		$624K Hold
5,639
– – 0.06% 199
2024
Q2 		$623K Hold
5,639
– – 0.06% 197
2024
Q1 		$623K Hold
5,639
– – 0.06% 192
2023
Q4 		$621K Buy
+5,639
New +$622K 0.06% 181

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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leo Wealth LLC's SHV Position: Q1 2026 in Review

Leo Wealth LLC sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 3,486 shares — an estimated $384K sold.

Leo Wealth LLC first reported a position in SHV in Q4 2023 and held it in 9 quarters. The position peaked at $624K in Q3 2024. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Leo Wealth LLC reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Leo Wealth LLC sold 3,486 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $384K.
  • Leo Wealth LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
  • Leo Wealth LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $624K in Q3 2024.
  • 739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.