White Lighthouse Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $66.9M | Buy |
606,646
+87,145
| +17% | +$9.61M | 8.34% | 2 |
|
|
2026
Q1 | $57.3M | Buy |
519,501
+47,081
| +10% | +$5.19M | 7.96% | 2 |
|
|
2025
Q4 | $52M | Buy |
472,420
+148,883
| +46% | +$16.4M | 7.26% | 3 |
|
|
2025
Q3 | $35.7M | Buy |
323,537
+35,291
| +12% | +$3.89M | 5.45% | 4 |
|
|
2025
Q2 | $31.8M | Buy |
288,246
+1,208
| +0.4% | +$133K | 5.18% | 4 |
|
|
2025
Q1 | $31.7M | Buy |
287,038
+32,443
| +13% | +$3.58M | 5.66% | 4 |
|
|
2024
Q4 | $28M | Buy |
254,595
+48,772
| +24% | +$5.38M | 4.93% | 4 |
|
|
2024
Q3 | $22.8M | Buy |
205,823
+4,844
| +2% | +$535K | 4.09% | 5 |
|
|
2024
Q2 | $22.2M | Buy |
200,979
+58,312
| +41% | +$6.43M | 4.28% | 6 |
|
|
2024
Q1 | $15.8M | Buy |
142,667
+19,244
| +16% | +$2.12M | 3.2% | 6 |
|
|
2023
Q4 | $13.6M | Buy |
123,423
+12,599
| +11% | +$1.39M | 2.97% | 8 |
|
|
2023
Q3 | $12.2M | Buy |
110,824
+9,281
| +9% | +$1.02M | 2.97% | 7 |
|
|
2023
Q2 | $11.2M | Buy |
101,543
+29,395
| +41% | +$3.24M | 2.68% | 7 |
|
|
2023
Q1 | $7.97M | Buy |
72,148
+7,992
| +12% | +$880K | 2.01% | 14 |
|
|
2022
Q4 | $7.05M | Buy |
64,156
+1,219
| +2% | +$134K | 1.92% | 15 |
|
|
2022
Q3 | $6.92M | Sell |
62,937
-250
| -0.4% | -$27.5K | 2.02% | 14 |
|
|
2022
Q2 | $6.96M | Buy |
63,187
+3,613
| +6% | +$398K | 1.99% | 13 |
|
|
2022
Q1 | $6.57M | Sell |
59,574
-698
| -1% | -$77K | 1.67% | 16 |
|
|
2021
Q4 | $6.66M | Buy |
60,272
+11,415
| +23% | +$1.26M | 1.66% | 15 |
|
|
2021
Q3 | $5.4M | Buy |
48,857
+2,414
| +5% | +$267K | 1.45% | 17 |
|
|
2021
Q2 | $5.13M | Buy |
46,443
+2,767
| +6% | +$306K | 1.41% | 18 |
|
|
2021
Q1 | $4.83M | Sell |
43,676
-1,629
| -4% | -$180K | 1.48% | 17 |
|
|
2020
Q4 | $5.01M | Sell |
45,305
-4,943
| -10% | -$547K | 1.6% | 18 |
|
|
2020
Q3 | $5.56M | Sell |
50,248
-3,343
| -6% | -$370K | 1.93% | 17 |
|
|
2020
Q2 | $5.93M | Sell |
53,591
-5,228
| -9% | -$579K | 2.18% | 16 |
|
|
2020
Q1 | $6.53M | Buy |
58,819
+1,731
| +3% | +$192K | 2.73% | 8 |
|
|
2019
Q4 | $6.31M | Buy |
57,088
+7,588
| +15% | +$839K | 2.31% | 9 |
|
|
2019
Q3 | $5.48M | Sell |
49,500
-2,520
| -5% | -$279K | 2.2% | 11 |
|
|
2019
Q2 | $5.76M | Buy |
52,020
+9,710
| +23% | +$1.07M | 2.4% | 9 |
|
|
2019
Q1 | $4.68M | Buy |
42,310
+29,022
| +218% | +$3.21M | 2.15% | 13 |
|
|
2018
Q4 | $1.47M | Buy |
13,288
+10,340
| +351% | +$1.14M | 0.81% | 33 |
|
|
2018
Q3 | $326K | Sell |
2,948
-4,750
| -62% | -$524K | 0.17% | 87 |
|
|
2018
Q2 | $850K | Sell |
7,698
-1,000
| -11% | -$110K | 0.47% | 50 |
|
|
2018
Q1 | $960K | Sell |
8,698
-1,690
| -16% | -$186K | 0.55% | 47 |
|
|
2017
Q4 | $1.15M | Buy |
+10,388
| New | +$1.15M | 0.66% | 37 |
|
Other funds holding SHV
NRI
BBVA
White Lighthouse Investment Management's SHV Position: Q2 2026 in Review
White Lighthouse Investment Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 17% in Q2 2026, buying an estimated $9.61M and bringing the position to 606,646 shares worth $66.9M. The position accounts for 8.34% of the portfolio, ranked #2.
White Lighthouse Investment Management first reported a position in SHV in Q4 2017 and has held it in 35 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.
- White Lighthouse Investment Management held 606,646 shares of iShares 0-1 Year Treasury Bond ETF worth $66.9M as of Q2 2026.
- White Lighthouse Investment Management bought 87,145 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.61M.
- iShares 0-1 Year Treasury Bond ETF made up 8.34% of White Lighthouse Investment Management's portfolio in Q2 2026, its #2 holding.
- White Lighthouse Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2017 and has held it in 35 quarters since.
- 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.