DWM
SHV icon

Daner Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Daner Wealth Management’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 		$231K Hold
2,100
– – 0.13% 81
2026
Q1 		$231K Hold
2,100
– – 0.14% 77
2025
Q4 		$231K Hold
2,100
– – 0.14% 85
2025
Q3 		$232K Hold
2,100
– – 0.15% 87
2025
Q2 		$231K Buy
+2,100
New +$232K 0.16% 68

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

Daner Wealth Management's SHV Position: Q2 2026 in Review

Daner Wealth Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 2,100 shares worth $231K. The position accounts for 0.13% of the portfolio, ranked #81.

Daner Wealth Management first reported a position in SHV in Q2 2025 and has held it in 5 quarters since. The position peaked at $232K in Q3 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Daner Wealth Management held 2,100 shares of iShares 0-1 Year Treasury Bond ETF worth $231K as of Q2 2026.
  • Daner Wealth Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.13% of Daner Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Daner Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Daner Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $232K in Q3 2025.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.