Salomon & Ludwin’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Salomon & Ludwin’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	$134K	Sell	1,216 -786	-39%	-$86.6K	0.01%	207
2026 Q2	$220K	Buy	2,002 +7	+0.4%	+$772	0.02%	170
2026 Q1	$220K	Buy	1,995 +2	+0.1%	+$221	0.02%	160
2025 Q4	$220K	Sell	1,993 -2,559	-56%	-$282K	0.02%	165
2025 Q3	$502K	Sell	4,552 -2,040	-31%	-$225K	0.05%	119
2025 Q2	$725K	Sell	6,592 -214	-3%	-$23.6K	0.07%	90
2025 Q1	$752K	Sell	6,806 -1,992	-23%	-$220K	0.08%	88
2024 Q4	$969K	Buy	8,798 +13	+0.1%	+$1.43K	0.1%	78
2024 Q3	$972K	Buy	8,785 +15	+0.2%	+$1.66K	0.1%	82
2024 Q2	$969K	Sell	8,770 -4,480	-34%	-$494K	0.11%	80
2024 Q1	$1.46M	Buy	13,250 +574	+5%	+$63.3K	0.13%	76
2023 Q4	$1.4M	Hold	12,676	–	–	0.15%	72
2023 Q3	$1.4M	Hold	12,676	–	–	0.15%	72
2023 Q2	$1.4M	Buy	12,676 +3,600	+40%	+$397K	0.15%	70
2023 Q1	$1M	Sell	9,076 -262	-3%	-$28.9K	0.12%	74
2022 Q4	$1.03M	Buy	9,338 +2,156	+30%	+$237K	0.13%	72
2022 Q3	$790K	Buy	+7,182	New	+$790K	0.12%	70

Other funds holding SHV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Salomon & Ludwin's SHV Position: Q3 2026 in Review

Salomon & Ludwin reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 39% in Q3 2026, selling an estimated $86.6K and leaving 1,216 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #207.

Salomon & Ludwin first reported a position in SHV in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.46M in Q1 2024. 448 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Salomon & Ludwin held 1,216 shares of iShares 0-1 Year Treasury Bond ETF worth $134K as of Q3 2026.
Salomon & Ludwin sold 786 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $86.6K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #207 holding.
Salomon & Ludwin first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 17 quarters since.
Salomon & Ludwin's iShares 0-1 Year Treasury Bond ETF position peaked at $1.46M in Q1 2024.
448 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.