Level Four Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
Other funds holding SHV
NRI
BBVA
Level Four Advisory Services's SHV Position: Q2 2026 in Review
Level Four Advisory Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q2 2026, buying an estimated $156K and bringing the position to 12,526 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #377.
Level Four Advisory Services first reported a position in SHV in Q4 2019 and has held it in 9 quarters since. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.
- Level Four Advisory Services held 12,526 shares of iShares 0-1 Year Treasury Bond ETF worth $1.38M as of Q2 2026.
- Level Four Advisory Services bought 1,413 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $156K.
- iShares 0-1 Year Treasury Bond ETF made up 0.04% of Level Four Advisory Services's portfolio in Q2 2026, its #377 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 9 quarters since.
- 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.