BDF
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Black Diamond Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Black Diamond Financial’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 		$960K Buy
8,703
+452
+5% +$49.8K 0.08% 82
2026
Q1 		$911K Buy
8,251
+2,304
+39% +$254K 0.1% 80
2025
Q4 		$655K Sell
5,947
-793
-12% -$87.4K 0.07% 89
2025
Q3 		$745K Sell
6,740
-38
-0.6% -$4.19K 0.08% 76
2025
Q2 		$748K Buy
6,778
+648
+11% +$71.4K 0.12% 69
2025
Q1 		$677K Buy
6,130
+595
+11% +$65.6K 0.1% 78
2024
Q4 		$609K Buy
5,535
+265
+5% +$29.2K 0.09% 78
2024
Q3 		$583K Buy
5,270
+833
+19% +$91.9K 0.1% 76
2024
Q2 		$490K Sell
4,437
-56
-1% -$6.17K 0.09% 83
2024
Q1 		$495K Hold
4,493
– – 0.13% 71
2023
Q4 		$495K Buy
4,493
+1,719
+62% +$189K 0.13% 71
2023
Q3 		$306K Buy
+2,774
New +$306K 0.09% 81

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

Black Diamond Financial's SHV Position: Q2 2026 in Review

Black Diamond Financial increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.5% in Q2 2026, buying an estimated $49.8K and bringing the position to 8,703 shares worth $960K. The position accounts for 0.08% of the portfolio, ranked #82.

Black Diamond Financial first reported a position in SHV in Q3 2023 and has held it in 12 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Black Diamond Financial held 8,703 shares of iShares 0-1 Year Treasury Bond ETF worth $960K as of Q2 2026.
  • Black Diamond Financial bought 452 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $49.8K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Black Diamond Financial's portfolio in Q2 2026, its #82 holding.
  • Black Diamond Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.