Lowery Thomas LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Lowery Thomas LLC’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	$1.37M	Buy	12,428 +767	+7%	+$84.5K	0.67%	33
2026 Q1	$1.29M	Buy	11,661 +1,271	+12%	+$140K	0.74%	28
2025 Q4	$1.14M	Buy	10,390 +717	+7%	+$79.1K	0.65%	33
2025 Q3	$1.07M	Buy	9,673 +785	+9%	+$86.6K	0.62%	33
2025 Q2	$981K	Buy	8,888 +1,501	+20%	+$166K	0.63%	33
2025 Q1	$816K	Buy	7,387 +4,608	+166%	+$508K	0.56%	35
2024 Q4	$306K	Buy	+2,779	New	+$306K	0.2%	51
2024 Q1	–	Sell	-4,702	Closed	-$518K	–	48
2023 Q4	$518K	Sell	4,702 -18	-0.4%	-$1.98K	0.44%	36
2023 Q3	$521K	Buy	4,720 +1,145	+32%	+$126K	0.5%	36
2023 Q2	$395K	Sell	3,575 -891	-20%	-$98.2K	0.39%	37
2023 Q1	$494K	Sell	4,466 -1,345	-23%	-$148K	0.54%	32
2022 Q4	$639K	Sell	5,811 -71,406	-92%	-$7.85M	0.77%	25
2022 Q3	$8.49M	Sell	77,217 -40,760	-35%	-$4.48M	9.93%	1
2022 Q2	$13M	Buy	117,977 +49,232	+72%	+$5.42M	12.42%	1
2022 Q1	$7.58M	Buy	68,745 +33,769	+97%	+$3.73M	5.88%	3
2021 Q4	$3.86M	Buy	+34,976	New	+$3.86M	2.66%	17

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

Lowery Thomas LLC's SHV Position: Q2 2026 in Review

Lowery Thomas LLC increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.6% in Q2 2026, buying an estimated $84.5K and bringing the position to 12,428 shares worth $1.37M. The position accounts for 0.67% of the portfolio, ranked #33.

Lowery Thomas LLC first reported a position in SHV in Q4 2021 and has held it in 16 quarters since. The position peaked at $13M in Q2 2022. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Lowery Thomas LLC held 12,428 shares of iShares 0-1 Year Treasury Bond ETF worth $1.37M as of Q2 2026.
Lowery Thomas LLC bought 767 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $84.5K.
iShares 0-1 Year Treasury Bond ETF made up 0.67% of Lowery Thomas LLC's portfolio in Q2 2026, its #33 holding.
Lowery Thomas LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 16 quarters since.
Lowery Thomas LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $13M in Q2 2022.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.