Luther King Capital Management (LKCM)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Luther King Capital Management (LKCM)’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	–	Hold	0	–	–	–	437
2026 Q1	–	Hold	0	–	–	–	452
2025 Q4	–	Hold	0	–	–	–	560
2023 Q3	–	Hold	0	–	–	–	548
2023 Q2	–	Hold	0	–	–	–	563
2023 Q1	–	Hold	0	–	–	–	545
2022 Q4	–	Hold	0	–	–	–	542
2022 Q3	–	Hold	0	–	–	–	538
2022 Q2	–	Hold	0	–	–	–	576
2022 Q1	–	Hold	0	–	–	–	575
2021 Q4	–	Hold	0	–	–	–	591
2021 Q3	–	Hold	0	–	–	–	577
2021 Q2	–	Hold	0	–	–	–	584
2021 Q1	–	Hold	0	–	–	–	529
2020 Q4	–	Hold	0	–	–	–	525
2014 Q1	–	Sell	-2,100	Closed	-$232K	–	560
2013 Q4	$232K	Sell	2,100 -3,800	-64%	-$419K	﹤0.01%	489
2013 Q3	$651K	Hold	5,900	–	–	0.01%	499
2013 Q2	$650K	Buy	+5,900	New	+$650K	0.01%	490

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

Luther King Capital Management (LKCM)'s SHV Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 0 shares worth $841K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Luther King Capital Management (LKCM) first reported a position in SHV in Q2 2013 and has held it in 3 quarters since. The position peaked at $651K in Q3 2013. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Luther King Capital Management (LKCM) held 0 shares of iShares 0-1 Year Treasury Bond ETF worth $841K as of Q2 2026.
Luther King Capital Management (LKCM) left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #437 holding.
Luther King Capital Management (LKCM) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 3 quarters since.
Luther King Capital Management (LKCM)'s iShares 0-1 Year Treasury Bond ETF position peaked at $651K in Q3 2013.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.