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

Golden State 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 		$6K Buy
+54
New +$5.95K ﹤0.01% 1220

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Golden State Wealth Management's SHV Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 54 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings.

210 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Golden State Wealth Management held 54 shares of iShares 0-1 Year Treasury Bond ETF worth $6K as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Golden State Wealth Management position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1220 holding.
  • 210 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.