CWA Asset Management Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

CWA Asset Management Group’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	$14.7M	Buy	133,320 +23,445	+21%	+$2.58M	0.45%	46
2026 Q1	$12.1M	Buy	109,875 +33,042	+43%	+$3.64M	0.41%	48
2025 Q4	$8.46M	Buy	76,833 +60,875	+381%	+$6.71M	0.31%	71
2025 Q3	$1.76M	Buy	+15,958	New	+$1.76M	0.07%	254
2021 Q2	–	Sell	-2,790	Closed	-$308K	–	292
2021 Q1	$308K	Sell	2,790 -100	-3%	-$11.1K	0.03%	211
2020 Q4	$319K	Sell	2,890 -450	-13%	-$49.8K	0.03%	199
2020 Q3	$370K	Buy	3,340 +550	+20%	+$60.9K	0.05%	160
2020 Q2	$309K	Buy	+2,790	New	+$309K	0.05%	157

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

CWA Asset Management Group's SHV Position: Q2 2026 in Review

CWA Asset Management Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 21% in Q2 2026, buying an estimated $2.58M and bringing the position to 133,320 shares worth $14.7M. The position accounts for 0.45% of the portfolio, ranked #46.

CWA Asset Management Group first reported a position in SHV in Q2 2020 and has held it in 8 quarters since. 236 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

CWA Asset Management Group held 133,320 shares of iShares 0-1 Year Treasury Bond ETF worth $14.7M as of Q2 2026.
CWA Asset Management Group bought 23,445 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.58M.
iShares 0-1 Year Treasury Bond ETF made up 0.45% of CWA Asset Management Group's portfolio in Q2 2026, its #46 holding.
CWA Asset Management Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 8 quarters since.
236 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.