Lowery Thomas LLC
SHV icon

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
Q3 		$1.38M Buy
12,465
+37
+0.3% +$4.08K 0.69% 32
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Lowery Thomas LLC's SHV Position: Q3 2026 in Review

Lowery Thomas LLC increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.3% in Q3 2026, buying an estimated $4.08K and bringing the position to 12,465 shares worth $1.38M. The position accounts for 0.69% of the portfolio, ranked #32.

Lowery Thomas LLC first reported a position in SHV in Q4 2021 and has held it in 17 quarters since. The position peaked at $13M in Q2 2022. 678 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Lowery Thomas LLC held 12,465 shares of iShares 0-1 Year Treasury Bond ETF worth $1.38M as of Q3 2026.
  • Lowery Thomas LLC bought 37 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $4.08K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.69% of Lowery Thomas LLC's portfolio in Q3 2026, its #32 holding.
  • Lowery Thomas LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Lowery Thomas LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $13M in Q2 2022.
  • 678 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Lowery Thomas LLC's 13F filing for Q3 2026, filed 12 Nov 2026.