CFA
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Camarda Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Camarda Financial Advisors’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 		$3.12M Buy
28,300
+262
+0.9% +$28.9K 1.64% 15
2025
Q4 		$3.09M Sell
28,038
-1,159
-4% -$128K 1.18% 25
2025
Q3 		$3.23M Sell
29,197
-10,874
-27% -$1.2M 1.19% 23
2025
Q2 		$4.42M Buy
40,071
+1,599
+4% +$176K 1.74% 13
2025
Q1 		$4.25M Buy
38,472
+233
+0.6% +$25.7K 1.92% 8
2024
Q4 		$4.21M Sell
38,239
-17,845
-32% -$1.97M 1.58% 11
2024
Q3 		$6.2M Sell
56,084
-34,607
-38% -$3.82M 2.32% 10
2024
Q2 		$10M Sell
90,691
-16,054
-15% -$1.77M 3.94% 10
2024
Q1 		$11.8M Sell
106,745
-5,246
-5% -$579K 4.77% 8
2023
Q4 		$12.3M Buy
111,991
+845
+0.8% +$93.1K 5.31% 5
2023
Q3 		$12.3M Buy
111,146
+16,447
+17% +$1.81M 7.92% 1
2023
Q2 		$10.5M Buy
94,699
+11,065
+13% +$1.22M 5.22% 5
2023
Q1 		$9.24M Buy
+83,634
New +$9.21M 6.93% 4

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Camarda Financial Advisors's SHV Position: Q1 2026 in Review

Camarda Financial Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.93% in Q1 2026, buying an estimated $28.9K and bringing the position to 28,300 shares worth $3.12M. The position accounts for 1.64% of the portfolio, ranked #15.

Camarda Financial Advisors first reported a position in SHV in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.3M in Q4 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Camarda Financial Advisors held 28,300 shares of iShares 0-1 Year Treasury Bond ETF worth $3.12M as of Q1 2026.
  • Camarda Financial Advisors bought 262 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $28.9K.
  • iShares 0-1 Year Treasury Bond ETF made up 1.64% of Camarda Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • Camarda Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Camarda Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $12.3M in Q4 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.