Dunhill Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Dunhill Financial’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	$106K	Buy	961 +782	+437%	+$86.2K	0.02%	217
2026 Q1	$19.8K	Buy	+179	New	+$19.7K	﹤0.01%	432
2025 Q4	–	Hold	0	–	–	–	569
2025 Q3	–	Sell	-54	Closed	-$5.96K	–	545
2025 Q2	$5.96K	Hold	54	–	–	﹤0.01%	527
2025 Q1	$5.96K	Buy	+54	New	+$5.96K	﹤0.01%	532

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dunhill Financial's SHV Position: Q2 2026 in Review

Dunhill Financial increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 437% in Q2 2026, buying an estimated $86.2K and bringing the position to 961 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #217.

Dunhill Financial first reported a position in SHV in Q1 2025 and has held it in 4 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Dunhill Financial held 961 shares of iShares 0-1 Year Treasury Bond ETF worth $106K as of Q2 2026.
Dunhill Financial bought 782 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $86.2K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Dunhill Financial's portfolio in Q2 2026, its #217 holding.
Dunhill Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 4 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.