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 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

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

Dominguez Wealth Management Solutions's SHV Position: Q2 2026 in Review

Dominguez Wealth Management Solutions reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.25% in Q2 2026, selling an estimated $1.87K and leaving 6,696 shares worth $739K. The position accounts for 0.41% of the portfolio, ranked #37.

Dominguez Wealth Management Solutions first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2023. 141 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Dominguez Wealth Management Solutions held 6,696 shares of iShares 0-1 Year Treasury Bond ETF worth $739K as of Q2 2026.
Dominguez Wealth Management Solutions sold 17 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.87K.
iShares 0-1 Year Treasury Bond ETF made up 0.41% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #37 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 15 quarters since.
Dominguez Wealth Management Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $1.09M in Q3 2023.
141 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.