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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lowery Thomas LLC's SHV Position: Q1 2026 in Review

Lowery Thomas LLC increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q1 2026, buying an estimated $140K and bringing the position to 11,661 shares worth $1.29M. The position accounts for 0.74% of the portfolio, ranked #28.

Lowery Thomas LLC first reported a position in SHV in Q4 2021 and has held it in 15 quarters since. The position peaked at $13M in Q2 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Lowery Thomas LLC held 11,661 shares of iShares 0-1 Year Treasury Bond ETF worth $1.29M as of Q1 2026.
  • Lowery Thomas LLC bought 1,271 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $140K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.74% of Lowery Thomas LLC's portfolio in Q1 2026, its #28 holding.
  • Lowery Thomas LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Lowery Thomas LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $13M in Q2 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.