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 Q2	$3.35M	Buy	30,367 +2,067	+7%	+$228K	1.01%	33
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

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

Camarda Financial Advisors's SHV Position: Q2 2026 in Review

Camarda Financial Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.3% in Q2 2026, buying an estimated $228K and bringing the position to 30,367 shares worth $3.35M. The position accounts for 1.01% of the portfolio, ranked #33.

Camarda Financial Advisors first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.3M in Q4 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Camarda Financial Advisors held 30,367 shares of iShares 0-1 Year Treasury Bond ETF worth $3.35M as of Q2 2026.
Camarda Financial Advisors bought 2,067 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $228K.
iShares 0-1 Year Treasury Bond ETF made up 1.01% of Camarda Financial Advisors's portfolio in Q2 2026, its #33 holding.
Camarda Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Camarda Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $12.3M in Q4 2023.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.