Lugano Financial Advisors SA (LFA)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$221K	Sell	2,000 -482	-19%	-$53.1K	0.13%	78
2026 Q1	$272K	Buy	2,482 +2,126	+597%	+$234K	0.14%	64
2025 Q4	$39.2K	Buy	+356	New	+$39.3K	0.02%	166
2025 Q3	–	Sell	-24,893	Closed	-$2.73M	–	254
2025 Q2	$2.73M	Buy	24,893 +2,451	+11%	+$270K	1.62%	20
2025 Q1	$2.48M	Sell	22,442 -9,857	-31%	-$1.09M	1.69%	19
2024 Q4	$3.56M	Buy	+32,299	New	+$3.56M	2.33%	16
2021 Q4	–	Sell	-456	Closed	-$50K	–	124
2021 Q3	$50K	Hold	456	–	–	0.03%	84
2021 Q2	$50K	Hold	456	–	–	0.03%	83
2021 Q1	$50K	Hold	456	–	–	0.04%	81
2020 Q4	$50K	Hold	456	–	–	0.04%	88
2020 Q3	$50K	Hold	456	–	–	0.05%	90
2020 Q2	$50K	Buy	+456	New	+$50.5K	0.05%	95
2020 Q1	–	Sell	-456	Closed	-$50K	–	134
2019 Q4	$50K	Buy	+456	New	+$50.4K	0.04%	111
2019 Q1	–	Sell	-730	Closed	-$81K	–	169
2018 Q4	$81K	Hold	730	–	–	0.06%	114
2018 Q3	$81K	Hold	730	–	–	0.06%	114
2018 Q2	$80K	Buy	+730	New	+$80.5K	0.08%	92

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

Lugano Financial Advisors SA (LFA)'s SHV Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 19% in Q2 2026, selling an estimated $53.1K and leaving 2,000 shares worth $221K. The position accounts for 0.13% of the portfolio, ranked #78.

Lugano Financial Advisors SA (LFA) first reported a position in SHV in Q2 2018 and has held it in 16 quarters since. The position peaked at $3.56M in Q4 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 2,000 shares of iShares 0-1 Year Treasury Bond ETF worth $221K as of Q2 2026.
Lugano Financial Advisors SA (LFA) sold 482 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $53.1K.
iShares 0-1 Year Treasury Bond ETF made up 0.13% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #78 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 16 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares 0-1 Year Treasury Bond ETF position peaked at $3.56M in Q4 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.