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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Salomon & Ludwin's SHV Position: Q1 2026 in Review

Salomon & Ludwin increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.1% in Q1 2026, buying an estimated $221 and bringing the position to 1,995 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #160.

Salomon & Ludwin first reported a position in SHV in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q1 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Salomon & Ludwin held 1,995 shares of iShares 0-1 Year Treasury Bond ETF worth $220K as of Q1 2026.
Salomon & Ludwin bought 2 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $221.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Salomon & Ludwin's portfolio in Q1 2026, its #160 holding.
Salomon & Ludwin first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
Salomon & Ludwin's iShares 0-1 Year Treasury Bond ETF position peaked at $1.46M in Q1 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.