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

Dopkins 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	$360K	Hold	3,261	–	–	0.13%	65
2026 Q1	$360K	Hold	3,261	–	–	0.14%	64
2025 Q4	$359K	Buy	+3,261	New	+$360K	0.15%	58

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NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return