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Davidson Trust Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Davidson Trust Company’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 		$215K Hold
1,950
– – 0.09% 176
2026
Q2 		$215K Buy
+1,950
New +$215K 0.08% 183

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FFA
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SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Davidson Trust Company's SHV Position: Q3 2026 in Review

Davidson Trust Company held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2026 at 1,950 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #176.

Davidson Trust Company first reported a position in SHV in Q2 2026 and has held it in 2 quarters since. The position peaked at $215K in Q2 2026. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Davidson Trust Company held 1,950 shares of iShares 0-1 Year Treasury Bond ETF worth $215K as of Q3 2026.
  • Davidson Trust Company left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.09% of Davidson Trust Company's portfolio in Q3 2026, its #176 holding.
  • Davidson Trust Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Davidson Trust Company's iShares 0-1 Year Treasury Bond ETF position peaked at $215K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Davidson Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.