Lowe Brockenbrough & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Lowe Brockenbrough & Co’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	$3.4M	Sell	30,772 -70	-0.2%	-$7.72K	0.15%	108
2026 Q1	$3.4M	Sell	30,842 -4,439	-13%	-$489K	0.17%	103
2025 Q4	$3.89M	Sell	35,281 -2,505	-7%	-$276K	0.19%	98
2025 Q3	$4.17M	Sell	37,786 -3,464	-8%	-$382K	0.21%	90
2025 Q2	$4.55M	Sell	41,250 -28,963	-41%	-$3.19M	0.26%	86
2025 Q1	$7.76M	Sell	70,213 -5,050	-7%	-$557K	0.51%	59
2024 Q4	$8.29M	Sell	75,263 -3,020	-4%	-$333K	0.53%	57
2024 Q3	$8.66M	Buy	78,283 +177	+0.2%	+$19.5K	0.55%	56
2024 Q2	$8.63M	Sell	78,106 -9,739	-11%	-$1.07M	0.57%	57
2024 Q1	$9.71M	Sell	87,845 -17,761	-17%	-$1.96M	0.66%	47
2023 Q4	$11.6M	Buy	105,606 +2,331	+2%	+$257K	0.9%	34
2023 Q3	$11.4M	Sell	103,275 -12,756	-11%	-$1.41M	0.89%	34
2023 Q2	$12.8M	Sell	116,031 -2,093	-2%	-$231K	0.97%	32
2023 Q1	$13.1M	Buy	118,124 +1,948	+2%	+$215K	1.06%	29
2022 Q4	$12.8M	Buy	116,176 +43,333	+59%	+$4.76M	1.11%	27
2022 Q3	$8.01M	Buy	72,843 +21,166	+41%	+$2.33M	0.77%	41
2022 Q2	$5.69M	Buy	+51,677	New	+$5.69M	0.5%	63

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

Lowe Brockenbrough & Co's SHV Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.23% in Q2 2026, selling an estimated $7.72K and leaving 30,772 shares worth $3.4M. The position accounts for 0.15% of the portfolio, ranked #108.

Lowe Brockenbrough & Co first reported a position in SHV in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.1M in Q1 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Lowe Brockenbrough & Co held 30,772 shares of iShares 0-1 Year Treasury Bond ETF worth $3.4M as of Q2 2026.
Lowe Brockenbrough & Co sold 70 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.72K.
iShares 0-1 Year Treasury Bond ETF made up 0.15% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #108 holding.
Lowe Brockenbrough & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Lowe Brockenbrough & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $13.1M in Q1 2023.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.