Level Four Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
Other funds holding SHV
MW
Level Four Advisory Services's SHV Position: Q1 2026 in Review
Level Four Advisory Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.1% in Q1 2026, buying an estimated $92K and bringing the position to 11,113 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #383.
Level Four Advisory Services first reported a position in SHV in Q4 2019 and has held it in 8 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.
- Level Four Advisory Services held 11,113 shares of iShares 0-1 Year Treasury Bond ETF worth $1.23M as of Q1 2026.
- Level Four Advisory Services bought 834 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $92K.
- iShares 0-1 Year Treasury Bond ETF made up 0.04% of Level Four Advisory Services's portfolio in Q1 2026, its #383 holding.
- Level Four Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 8 quarters since.
- 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.