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LGT Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-684
Closed -$75.3K – 656
2024
Q4 		$75.3K Sell
684
-329
-32% -$36.3K 0.17% 116
2024
Q3 		$112K Sell
1,013
-342
-25% -$37.7K 0.28% 64
2024
Q2 		$150K Buy
+1,355
New +$149K 0.32% 59
2024
Q1 		– Sell
-4,718
Closed -$520K – 849
2023
Q4 		$520K Sell
4,718
-1,654
-26% -$182K 0.64% 29
2023
Q3 		$704K Buy
+6,372
New +$702K 0.89% 20

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LGT Financial Advisors's SHV Position: Q1 2025 in Review

LGT Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 684 shares — an estimated $75.3K sold.

LGT Financial Advisors first reported a position in SHV in Q3 2023 and held it in 5 quarters. The position peaked at $704K in Q3 2023. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • LGT Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 684 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $75.3K.
  • LGT Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $704K in Q3 2023.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.