LTG Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

LTG Capital’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	$399K	Hold	3,620	–	–	0.27%	23
2026 Q2	$399K	Hold	3,620	–	–	0.27%	23
2026 Q1	$400K	Hold	3,620	–	–	0.31%	23
2025 Q4	$399K	Hold	3,620	–	–	0.31%	23
2025 Q3	$400K	Hold	3,620	–	–	0.31%	26
2025 Q2	$400K	Buy	3,620 +362	+11%	+$39.9K	0.34%	26
2025 Q1	$360K	Hold	3,258	–	–	0.33%	26
2024 Q4	$359K	Hold	3,258	–	–	0.3%	26
2024 Q3	$360K	Hold	3,258	–	–	0.3%	26
2024 Q2	$360K	Hold	3,258	–	–	0.33%	26
2024 Q1	$360K	Hold	3,258	–	–	0.31%	26
2023 Q4	$359K	Hold	3,258	–	–	0.33%	26
2023 Q3	$360K	Hold	3,258	–	–	0.38%	26
2023 Q2	$360K	Hold	3,258	–	–	0.36%	26
2023 Q1	$360K	Hold	3,258	–	–	0.37%	26
2022 Q4	$358K	Buy	+3,258	New	+$358K	0.39%	26
2022 Q3	–	Sell	-3,258	Closed	-$358K	–	26
2022 Q2	$358K	Sell	3,258 -182	-5%	-$20K	0.4%	26
2022 Q1	$380K	Hold	3,440	–	–	0.35%	26
2021 Q4	$380K	Buy	+3,440	New	+$380K	0.32%	26

Other funds holding SHV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $459M AUM 37.78% 1-Year Est. Return

LTG Capital's SHV Position: Q3 2026 in Review

LTG Capital held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2026 at 3,620 shares worth $399K. The position accounts for 0.27% of the portfolio, ranked #23.

LTG Capital first reported a position in SHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $400K in Q3 2025. 429 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

LTG Capital held 3,620 shares of iShares 0-1 Year Treasury Bond ETF worth $399K as of Q3 2026.
LTG Capital left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.27% of LTG Capital's portfolio in Q3 2026, its #23 holding.
LTG Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
LTG Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $400K in Q3 2025.
429 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on LTG Capital's 13F filing for Q3 2026, filed 4 Nov 2026.