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

Dogwood 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 		$29.8K Buy
270
+69
+34% +$7.61K 0.01% 204
2026
Q1 		$22.2K Buy
201
+152
+310% +$16.8K 0.01% 228
2025
Q4 		$5.4K Buy
49
+26
+113% +$2.87K ﹤0.01% 405
2025
Q3 		$2.54K Hold
23
– – ﹤0.01% 499
2025
Q2 		$2.53K Buy
+23
New +$2.54K ﹤0.01% 542

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

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

Dogwood Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 34% in Q2 2026, buying an estimated $7.61K and bringing the position to 270 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #204.

Dogwood Wealth Management first reported a position in SHV in Q2 2025 and has held it in 5 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Dogwood Wealth Management held 270 shares of iShares 0-1 Year Treasury Bond ETF worth $29.8K as of Q2 2026.
  • Dogwood Wealth Management bought 69 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.61K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Dogwood 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.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.