Darden Wealth Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Darden Wealth 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 Q3	$1.2M	Sell	10,875 -34	-0.3%	-$3.75K	0.48%	45
2026 Q2	$1.2M	Buy	10,909 +96	+0.9%	+$10.6K	0.48%	48
2026 Q1	$1.19M	Sell	10,813 -191	-2%	-$21.1K	0.61%	37
2025 Q4	$1.21M	Sell	11,004 -112	-1%	-$12.4K	0.59%	42
2025 Q3	$1.23M	Sell	11,116 -304	-3%	-$33.5K	0.64%	40
2025 Q2	$1.26M	Buy	11,420 +54	+0.5%	+$5.95K	0.76%	30
2025 Q1	$1.26M	Sell	11,366 -109	-0.9%	-$12K	0.97%	27
2024 Q4	$1.26M	Sell	11,475 -139	-1%	-$15.3K	0.85%	26
2024 Q3	$1.28M	Sell	11,614 -21	-0.2%	-$2.32K	0.92%	25
2024 Q2	$1.29M	Sell	11,635 -2,431	-17%	-$268K	0.77%	27
2024 Q1	$1.55M	Buy	14,066 +1,178	+9%	+$130K	1.22%	18
2023 Q4	$1.42M	Buy	+12,888	New	+$1.42M	1.36%	15

Other funds holding SHV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Darden Wealth Group's SHV Position: Q3 2026 in Review

Darden Wealth Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.31% in Q3 2026, selling an estimated $3.75K and leaving 10,875 shares worth $1.2M. The position accounts for 0.48% of the portfolio, ranked #45.

Darden Wealth Group first reported a position in SHV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.55M in Q1 2024. 678 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Darden Wealth Group held 10,875 shares of iShares 0-1 Year Treasury Bond ETF worth $1.2M as of Q3 2026.
Darden Wealth Group sold 34 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $3.75K.
iShares 0-1 Year Treasury Bond ETF made up 0.48% of Darden Wealth Group's portfolio in Q3 2026, its #45 holding.
Darden Wealth Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Darden Wealth Group's iShares 0-1 Year Treasury Bond ETF position peaked at $1.55M in Q1 2024.
678 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.