Financial Network Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Financial Network Wealth Advisors’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	$7.95K	Hold	72	–	–	0.01%	519
2026 Q1	$7.95K	Hold	72	–	–	0.01%	495
2025 Q4	$7.93K	Hold	72	–	–	0.01%	496
2025 Q3	$7.96K	Hold	72	–	–	0.01%	486
2025 Q2	$7.95K	Hold	72	–	–	0.01%	468
2025 Q1	$7.95K	Buy	+72	New	+$7.94K	0.01%	443
2024 Q4	–	Sell	-72	Closed	-$7.96K	–	788
2024 Q3	$7.96K	Hold	72	–	–	0.01%	481
2024 Q2	$7.96K	Buy	+72	New	+$7.94K	0.01%	533

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

Financial Network Wealth Advisors's SHV Position: Q2 2026 in Review

Financial Network Wealth Advisors held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 72 shares worth $7.95K. The position accounts for 0.01% of the portfolio, ranked #519.

Financial Network Wealth Advisors first reported a position in SHV in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.96K in Q3 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Financial Network Wealth Advisors held 72 shares of iShares 0-1 Year Treasury Bond ETF worth $7.95K as of Q2 2026.
Financial Network Wealth Advisors left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #519 holding.
Financial Network Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $7.96K in Q3 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.