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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
Q2 		$527K Sell
4,778
-2,656
-36% -$293K 0.94% 32
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWM Advisory Services's SHV Position: Q2 2026 in Review

LWM Advisory Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 36% in Q2 2026, selling an estimated $293K and leaving 4,778 shares worth $527K. The position accounts for 0.94% of the portfolio, ranked #32.

LWM Advisory Services first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $821K in Q1 2026. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • LWM Advisory Services held 4,778 shares of iShares 0-1 Year Treasury Bond ETF worth $527K as of Q2 2026.
  • LWM Advisory Services sold 2,656 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $293K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.94% of LWM Advisory Services's portfolio in Q2 2026, its #32 holding.
  • LWM Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • LWM Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $821K in Q1 2026.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.