GWN Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

GWN Securities’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	$2.72M	Sell	24,628 -7,302	-23%	-$805K	0.45%	50
2026 Q1	$3.52M	Sell	31,930 -10,245	-24%	-$1.13M	0.67%	35
2025 Q4	$4.65M	Sell	42,175 -4,583	-10%	-$505K	0.94%	18
2025 Q3	$5.17M	Sell	46,758 -41,664	-47%	-$4.6M	1.2%	12
2025 Q2	$9.77M	Buy	88,422 +54,892	+164%	+$6.05M	1.81%	8
2025 Q1	$3.7M	Buy	33,530 +13,960	+71%	+$1.54M	0.21%	126
2024 Q4	$2.15M	Buy	+19,570	New	+$2.16M	0.58%	32

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

GWN Securities's SHV Position: Q2 2026 in Review

GWN Securities reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 23% in Q2 2026, selling an estimated $805K and leaving 24,628 shares worth $2.72M. The position accounts for 0.45% of the portfolio, ranked #50.

GWN Securities first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.77M in Q2 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

GWN Securities held 24,628 shares of iShares 0-1 Year Treasury Bond ETF worth $2.72M as of Q2 2026.
GWN Securities sold 7,302 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $805K.
iShares 0-1 Year Treasury Bond ETF made up 0.45% of GWN Securities's portfolio in Q2 2026, its #50 holding.
GWN Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $9.77M in Q2 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.