Bullock Wealth Management’s iShares Silver Trust SLV Stock Holding History

Bullock Wealth Management’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23K	Hold	430	–	–	0.01%	349
2026 Q1	$29.3K	Hold	430	–	–	0.01%	318
2025 Q4	$27.7K	Buy	430 +140	+48%	+$7.01K	0.01%	310
2025 Q3	$12.4K	Hold	290	–	–	0.01%	394
2025 Q2	$9.49K	Hold	290	–	–	0.01%	398
2025 Q1	$8.88K	Hold	290	–	–	0.01%	390
2024 Q4	$7.64K	Hold	290	–	–	﹤0.01%	418
2024 Q3	$8.29K	Hold	290	–	–	0.01%	392
2024 Q2	$7.79K	Hold	290	–	–	0.01%	375
2024 Q1	$6.63K	Buy	+290	New	+$6.2K	﹤0.01%	392

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bullock Wealth Management's SLV Position: Q2 2026 in Review

Bullock Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 430 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #349.

Bullock Wealth Management first reported a position in SLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.3K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Bullock Wealth Management held 430 shares of iShares Silver Trust worth $23K as of Q2 2026.
Bullock Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #349 holding.
Bullock Wealth Management first reported a position in iShares Silver Trust in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares Silver Trust position peaked at $29.3K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.