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Arkfeld Wealth Strategies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Arkfeld Wealth Strategies’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 		$1.49M Buy
13,563
+33
+0.2% +$3.64K 0.45% 40
2026
Q1 		$1.49M Buy
13,530
+90
+0.7% +$9.92K 0.47% 38
2025
Q4 		$1.48M Buy
13,440
+124
+0.9% +$13.7K 0.51% 35
2025
Q3 		$1.47M Sell
13,316
-429
-3% -$47.3K 0.54% 33
2025
Q2 		$1.51M Sell
13,745
-58,118
-81% -$6.41M 0.6% 31
2025
Q1 		$7.92M Sell
71,863
-2,525
-3% -$278K 3.43% 7
2024
Q4 		$8.2M Sell
74,388
-60
-0.1% -$6.62K 3.77% 8
2024
Q3 		$8.21M Sell
74,448
-1,521
-2% -$168K 3.97% 7
2024
Q2 		$8.37M Sell
75,969
-2,593
-3% -$286K 4.25% 6
2024
Q1 		$8.66M Sell
78,562
-2,327
-3% -$257K 4.75% 5
2023
Q4 		$8.92M Sell
80,889
-2,100
-3% -$231K 5.85% 5
2023
Q3 		$9.14M Sell
82,989
-2,325
-3% -$256K 6.59% 5
2023
Q2 		$9.4M Sell
85,314
-4,161
-5% -$459K 6.82% 4
2023
Q1 		$9.86M Sell
89,475
-31,256
-26% -$3.44M 7.02% 3
2022
Q4 		$13.3M Buy
120,731
+16,047
+15% +$1.76M 8.74% 2
2022
Q3 		$11.5M Buy
104,684
+1,793
+2% +$197K 7.97% 2
2022
Q2 		$11.3M Buy
102,891
+20,741
+25% +$2.28M 7.41% 2
2022
Q1 		$9.05M Buy
82,150
+35,775
+77% +$3.95M 5.85% 4
2021
Q4 		$5.12M Buy
46,375
+19,912
+75% +$2.2M 3.08% 9
2021
Q3 		$2.92M Buy
+26,463
New +$2.92M 1.76% 20

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

Arkfeld Wealth Strategies's SHV Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.24% in Q2 2026, buying an estimated $3.64K and bringing the position to 13,563 shares worth $1.49M. The position accounts for 0.45% of the portfolio, ranked #40.

Arkfeld Wealth Strategies first reported a position in SHV in Q3 2021 and has held it in 20 quarters since. The position peaked at $13.3M in Q4 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Arkfeld Wealth Strategies held 13,563 shares of iShares 0-1 Year Treasury Bond ETF worth $1.49M as of Q2 2026.
  • Arkfeld Wealth Strategies bought 33 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.64K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.45% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #40 holding.
  • Arkfeld Wealth Strategies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Arkfeld Wealth Strategies's iShares 0-1 Year Treasury Bond ETF position peaked at $13.3M in Q4 2022.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.