Lincoln Capital Corp’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Lincoln Capital Corp’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 Q2	$1.1M	Buy	9,972 +512	+5%	+$56.4K	0.36%	51
2026 Q1	$1.04M	Sell	9,460 -187	-2%	-$20.6K	0.38%	48
2025 Q4	$1.06M	Sell	9,647 -7,152	-43%	-$789K	0.38%	49
2025 Q3	$1.86M	Buy	16,799 +630	+4%	+$69.5K	0.67%	39
2025 Q2	$1.79M	Buy	16,169 +388	+2%	+$42.8K	0.69%	39
2025 Q1	$1.74M	Sell	15,781 -156	-1%	-$17.2K	0.73%	37
2024 Q4	$1.75M	Buy	15,937 +279	+2%	+$30.8K	0.72%	35
2024 Q3	$1.73M	Buy	+15,658	New	+$1.73M	0.71%	36

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WLIM

White Lighthouse Investment Management Bedford, Massachusetts $802M AUM 19.15% 1-Year Est. Return

Cynosure Group Salt Lake City, Utah $666M AUM 18.54% 1-Year Est. Return

Lincoln Capital Corp's SHV Position: Q2 2026 in Review

Lincoln Capital Corp increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.4% in Q2 2026, buying an estimated $56.4K and bringing the position to 9,972 shares worth $1.1M. The position accounts for 0.36% of the portfolio, ranked #51.

Lincoln Capital Corp first reported a position in SHV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q3 2025. 409 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Lincoln Capital Corp held 9,972 shares of iShares 0-1 Year Treasury Bond ETF worth $1.1M as of Q2 2026.
Lincoln Capital Corp bought 512 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $56.4K.
iShares 0-1 Year Treasury Bond ETF made up 0.36% of Lincoln Capital Corp's portfolio in Q2 2026, its #51 holding.
Lincoln Capital Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Lincoln Capital Corp's iShares 0-1 Year Treasury Bond ETF position peaked at $1.86M in Q3 2025.
409 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.