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LWM Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

LWM Advisory Services’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 		$821K Buy
7,434
+3,469
+87% +$383K 0.88% 22
2025
Q4 		$437K Buy
+3,965
New +$437K 0.26% 56

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

LWM Advisory Services's SHV Position: Q1 2026 in Review

LWM Advisory Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 87% in Q1 2026, buying an estimated $383K and bringing the position to 7,434 shares worth $821K. The position accounts for 0.88% of the portfolio, ranked #22.

LWM Advisory Services first reported a position in SHV in Q4 2025 and has held it in 2 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • LWM Advisory Services held 7,434 shares of iShares 0-1 Year Treasury Bond ETF worth $821K as of Q1 2026.
  • LWM Advisory Services bought 3,469 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $383K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.88% of LWM Advisory Services's portfolio in Q1 2026, its #22 holding.
  • LWM Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.