Lloyd Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Lloyd Advisory Services’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	$32.6K	Sell	295 -3,085	-91%	-$340K	0.01%	272
2026 Q1	$373K	Buy	3,380 +3,375	+67,500%	+$372K	0.11%	91
2025 Q4	$554	Buy	+5	New	+$551	﹤0.01%	512
2022 Q2	–	Sell	-46	Closed	-$5K	–	468
2022 Q1	$5K	Buy	46 +8	+21%	+$882	﹤0.01%	451
2021 Q4	$4K	Sell	38 -45	-54%	-$4.97K	﹤0.01%	360
2021 Q3	$9K	Sell	83 -7	-8%	-$773	﹤0.01%	295
2021 Q2	$10K	Sell	90 -146	-62%	-$16.1K	0.01%	282
2021 Q1	$26K	Buy	236 +168	+247%	+$18.6K	0.01%	196
2020 Q4	$8K	Buy	+68	New	+$7.52K	﹤0.01%	214
2020 Q3	–	Sell	-68,458	Closed	-$7.58M	–	376
2020 Q2	$7.58M	Sell	68,458 -416,505	-86%	-$46.2M	4.77%	4
2020 Q1	$53.8M	Buy	484,963 +484,691	+178,195%	+$53.6M	39.8%	1
2019 Q4	$30K	Buy	+272	New	+$30.1K	0.03%	166

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lloyd Advisory Services's SHV Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 91% in Q2 2026, selling an estimated $340K and leaving 295 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #272.

Lloyd Advisory Services first reported a position in SHV in Q4 2019 and has held it in 12 quarters since. The position peaked at $53.8M in Q1 2020. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Lloyd Advisory Services held 295 shares of iShares 0-1 Year Treasury Bond ETF worth $32.6K as of Q2 2026.
Lloyd Advisory Services sold 3,085 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $340K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #272 holding.
Lloyd Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $53.8M in Q1 2020.
726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.