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

KDK Private 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 Q1	$2.68M	Sell	24,322 -858	-3%	-$94.6K	2.46%	8
2025 Q4	$2.77M	Sell	25,180 -532	-2%	-$58.7K	2.42%	9
2025 Q3	$2.84M	Sell	25,712 -241	-0.9%	-$26.6K	2.88%	6
2025 Q2	$2.87M	Sell	25,953 -748	-3%	-$82.5K	3.06%	6
2025 Q1	$2.94M	Sell	26,701 -437	-2%	-$48.2K	3.35%	6
2024 Q4	$2.99M	Buy	+27,138	New	+$2.99M	3.1%	7

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KDK Private Wealth Management's SHV Position: Q1 2026 in Review

KDK Private Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.4% in Q1 2026, selling an estimated $94.6K and leaving 24,322 shares worth $2.68M. The position accounts for 2.46% of the portfolio, ranked #8.

KDK Private Wealth Management first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.99M in Q4 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

KDK Private Wealth Management held 24,322 shares of iShares 0-1 Year Treasury Bond ETF worth $2.68M as of Q1 2026.
KDK Private Wealth Management sold 858 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $94.6K.
iShares 0-1 Year Treasury Bond ETF made up 2.46% of KDK Private Wealth Management's portfolio in Q1 2026, its #8 holding.
KDK Private Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
KDK Private Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.99M in Q4 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.