FFG
SHV icon

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

Fiduciary Financial Group’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 		$1.99M Buy
18,012
+1,070
+6% +$118K 0.23% 62
2026
Q1 		$1.87M Buy
16,942
+861
+5% +$94.9K 0.25% 58
2025
Q4 		$1.77M Buy
16,081
+9,793
+156% +$1.08M 0.25% 55
2025
Q3 		$695K Sell
6,288
-8
-0.1% -$882 0.11% 120
2025
Q2 		$693K Buy
6,296
+636
+11% +$70.1K 0.13% 106
2025
Q1 		$624K Buy
5,660
+1,282
+29% +$141K 0.14% 104
2024
Q4 		$483K Buy
4,378
+22
+0.5% +$2.43K 0.11% 120
2024
Q3 		$480K Sell
4,356
-395
-8% -$43.6K 0.11% 109
2024
Q2 		$524K Buy
+4,751
New +$524K 0.13% 99

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Fiduciary Financial Group's SHV Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.3% in Q2 2026, buying an estimated $118K and bringing the position to 18,012 shares worth $1.99M. The position accounts for 0.23% of the portfolio, ranked #62.

Fiduciary Financial Group first reported a position in SHV in Q2 2024 and has held it in 9 quarters since. 325 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Fiduciary Financial Group held 18,012 shares of iShares 0-1 Year Treasury Bond ETF worth $1.99M as of Q2 2026.
  • Fiduciary Financial Group bought 1,070 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $118K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.23% of Fiduciary Financial Group's portfolio in Q2 2026, its #62 holding.
  • Fiduciary Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.