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

Hansen & Associates 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	$47.1M	Sell	427,909 -46,978	-10%	-$5.18M	27%	1
2026 Q1	$52.3M	Sell	474,887 -18,591	-4%	-$2.05M	28.15%	1
2025 Q4	$54.4M	Sell	493,478 -35,441	-7%	-$3.91M	29.71%	1
2025 Q3	$58.3M	Sell	528,919 -317,301	-37%	-$35M	24.42%	1
2025 Q2	$93.4M	Sell	846,220 -131,980	-13%	-$14.6M	50.72%	1
2025 Q1	$108M	Buy	978,200 +321,388	+49%	+$35.4M	57.86%	1
2024 Q4	$72.3M	Sell	656,812 -21,857	-3%	-$2.41M	36.84%	1
2024 Q3	$74.9M	Sell	678,669 -11,145,448	-94%	-$1.23B	39.58%	1
2024 Q2	$77.5M	Buy	11,824,117 +11,166,628	+1,698%	+$1.23B	41%	1
2024 Q1	$72.6M	Buy	657,489 +158,304	+32%	+$17.5M	41.54%	1
2023 Q4	$55M	Buy	+499,185	New	+$55M	28.78%	1

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

Hansen & Associates Financial Group's SHV Position: Q2 2026 in Review

Hansen & Associates Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.9% in Q2 2026, selling an estimated $5.18M and leaving 427,909 shares worth $47.1M. The position accounts for 27% of the portfolio, ranked #1.

Hansen & Associates Financial Group first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $108M in Q1 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Hansen & Associates Financial Group held 427,909 shares of iShares 0-1 Year Treasury Bond ETF worth $47.1M as of Q2 2026.
Hansen & Associates Financial Group sold 46,978 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.18M.
iShares 0-1 Year Treasury Bond ETF made up 27% of Hansen & Associates Financial Group's portfolio in Q2 2026, its #1 holding.
Hansen & Associates Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Hansen & Associates Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $108M in Q1 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Hansen & Associates Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.