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 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%	-$12.3K	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 $6.73T 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

Darden Wealth Group's SHV Position: Q2 2026 in Review

Darden Wealth Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.89% in Q2 2026, buying an estimated $10.6K and bringing the position to 10,909 shares worth $1.2M. The position accounts for 0.48% of the portfolio, ranked #48.

Darden Wealth Group first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q1 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Darden Wealth Group held 10,909 shares of iShares 0-1 Year Treasury Bond ETF worth $1.2M as of Q2 2026.
Darden Wealth Group bought 96 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.6K.
iShares 0-1 Year Treasury Bond ETF made up 0.48% of Darden Wealth Group's portfolio in Q2 2026, its #48 holding.
Darden Wealth Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Darden Wealth Group's iShares 0-1 Year Treasury Bond ETF position peaked at $1.55M in Q1 2024.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.