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

LM 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 Q2	$1.55M	Buy	14,050 +12,649	+903%	+$1.39M	0.18%	85
2026 Q1	$12.7K	Sell	1,401 -94	-6%	-$10.4K	0.2%	85
2025 Q4	$13.6K	Sell	1,495 -12,077	-89%	-$1.33M	0.24%	78
2025 Q3	$1.5M	Hold	13,572	–	–	0.22%	75
2025 Q2	$1.5M	Hold	13,572	–	–	0.19%	67
2025 Q1	$1.5M	Buy	13,572 +64	+0.5%	+$7.06K	0.27%	67
2024 Q4	$1.49M	Sell	13,508 -91	-0.7%	-$10K	0.27%	67
2024 Q3	$1.5M	Sell	13,599 -6,850	-33%	-$756K	0.31%	60
2024 Q2	$2.26M	Sell	20,449 -610	-3%	-$67.3K	0.4%	49
2024 Q1	$2.33M	Sell	21,059 -90	-0.4%	-$9.93K	0.37%	54
2023 Q4	$2.33M	Buy	+21,149	New	+$2.33M	0.47%	44

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

BBVA

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

LM Advisors's SHV Position: Q2 2026 in Review

LM Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 903% in Q2 2026, buying an estimated $1.39M and bringing the position to 14,050 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #85.

LM Advisors first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.33M in Q4 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

LM Advisors held 14,050 shares of iShares 0-1 Year Treasury Bond ETF worth $1.55M as of Q2 2026.
LM Advisors bought 12,649 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.39M.
iShares 0-1 Year Treasury Bond ETF made up 0.18% of LM Advisors's portfolio in Q2 2026, its #85 holding.
LM Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
LM Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.33M in Q4 2023.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.