Lido Advisors
SHV icon

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

Lido 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
2026
Q1 		$5.76M Buy
52,175
+5,835
+13% +$643K 0.02% 428
2025
Q4 		$5.11M Buy
46,340
+15,071
+48% +$1.66M 0.02% 458
2025
Q3 		$3.45M Buy
31,269
+767
+3% +$84.6K 0.01% 525
2025
Q2 		$3.37M Buy
30,502
+26,524
+667% +$2.92M 0.01% 461
2025
Q1 		$439K Buy
3,978
+767
+24% +$84.6K ﹤0.01% 1061
2024
Q4 		$354K Sell
3,211
-136
-4% -$15K ﹤0.01% 1138
2024
Q3 		$370K Sell
3,347
-888
-21% -$98K ﹤0.01% 1073
2024
Q2 		$468K Buy
4,235
+351
+9% +$38.7K ﹤0.01% 950
2024
Q1 		$429K Sell
3,884
-176
-4% -$19.4K ﹤0.01% 948
2023
Q4 		$447K Sell
4,060
-927
-19% -$102K ﹤0.01% 898
2023
Q3 		$551K Buy
4,987
+4
+0.1% +$441 ﹤0.01% 722
2023
Q2 		$550K Buy
+4,983
New +$549K ﹤0.01% 702
2021
Q3 		– Sell
-6,360
Closed -$703K – 1013
2021
Q2 		$703K Sell
6,360
-28
-0.4% -$3.09K 0.01% 460
2021
Q1 		$706K Sell
6,388
-185
-3% -$20.4K 0.01% 423
2020
Q4 		$726K Buy
6,573
+262
+4% +$29K 0.02% 387
2020
Q3 		$699K Buy
6,311
+1
+0% +$111 0.02% 321
2020
Q2 		$699K Buy
6,310
+13
+0.2% +$1.44K 0.02% 293
2020
Q1 		$699K Sell
6,297
-305
-5% -$33.8K 0.03% 274
2019
Q4 		$729K Buy
+6,602
New +$730K 0.03% 316
2019
Q1 		– Sell
-4,896
Closed -$540K – 544
2018
Q4 		$540K Buy
4,896
+989
+25% +$109K 0.05% 211
2018
Q3 		$431K Buy
3,907
+194
+5% +$21.4K 0.04% 274
2018
Q2 		$410K Hold
3,713
– – 0.05% 248
2018
Q1 		$409K Buy
3,713
+363
+11% +$40K 0.06% 223
2017
Q4 		$369K Buy
3,350
+105
+3% +$11.6K 0.05% 197
2017
Q3 		$358K Hold
3,245
– – 0.06% 185
2017
Q2 		$358K Buy
3,245
+117
+4% +$12.9K 0.07% 145
2017
Q1 		$345K Buy
+3,128
New +$345K 0.1% 135

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's SHV Position: Q1 2026 in Review

Lido Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q1 2026, buying an estimated $643K and bringing the position to 52,175 shares worth $5.76M. The position accounts for 0.02% of the portfolio, ranked #428.

Lido Advisors first reported a position in SHV in Q1 2017 and has held it in 27 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Lido Advisors held 52,175 shares of iShares 0-1 Year Treasury Bond ETF worth $5.76M as of Q1 2026.
  • Lido Advisors bought 5,835 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $643K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #428 holding.
  • Lido Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2017 and has held it in 27 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.