Dominguez Wealth Management Solutions
SHV icon

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

Dominguez Wealth Management Solutions’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 		$427K Sell
3,869
-2,827
-42% -$312K 0.24% 53
2026
Q2 		$739K Sell
6,696
-17
-0.3% -$1.87K 0.41% 37
2026
Q1 		$741K Sell
6,713
-580
-8% -$64K 0.45% 36
2025
Q4 		$803K Sell
7,293
-187
-3% -$20.6K 0.49% 34
2025
Q3 		$826K Buy
7,480
+25
+0.3% +$2.76K 0.52% 33
2025
Q2 		$823K Buy
7,455
+15
+0.2% +$1.65K 0.57% 32
2025
Q1 		$822K Sell
7,440
-49
-0.7% -$5.4K 0.6% 31
2024
Q4 		$825K Sell
7,489
-2
-0% -$221 0.6% 31
2024
Q3 		$829K Sell
7,491
-94
-1% -$10.4K 0.6% 34
2024
Q2 		$838K Buy
7,585
+143
+2% +$15.8K 0.63% 32
2024
Q1 		$823K Sell
7,442
-108
-1% -$11.9K 0.65% 32
2023
Q4 		$832K Sell
7,550
-2,351
-24% -$259K 0.69% 31
2023
Q3 		$1.09M Buy
9,901
+2,935
+42% +$324K 1.01% 23
2023
Q2 		$769K Buy
6,966
+2,909
+72% +$321K 0.67% 31
2023
Q1 		$448K Buy
4,057
+177
+5% +$19.5K 0.41% 43
2022
Q4 		$427K Buy
+3,880
New +$426K 0.42% 40

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Trust Company
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Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cynosure Group
Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return
Marks Wealth
Marks Wealth Annapolis, Maryland $459M AUM 37.78% 1-Year Est. Return

Dominguez Wealth Management Solutions's SHV Position: Q3 2026 in Review

Dominguez Wealth Management Solutions reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 42% in Q3 2026, selling an estimated $312K and leaving 3,869 shares worth $427K. The position accounts for 0.24% of the portfolio, ranked #53.

Dominguez Wealth Management Solutions first reported a position in SHV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.09M in Q3 2023. 392 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Dominguez Wealth Management Solutions held 3,869 shares of iShares 0-1 Year Treasury Bond ETF worth $427K as of Q3 2026.
  • Dominguez Wealth Management Solutions sold 2,827 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $312K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.24% of Dominguez Wealth Management Solutions's portfolio in Q3 2026, its #53 holding.
  • Dominguez Wealth Management Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Dominguez Wealth Management Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $1.09M in Q3 2023.
  • 392 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.