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 Q2	$2.68M	Sell	24,303 -19	-0.1%	-$2.09K	2.22%	8
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 $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

KDK Private Wealth Management's SHV Position: Q2 2026 in Review

KDK Private Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.08% in Q2 2026, selling an estimated $2.09K and leaving 24,303 shares worth $2.68M. The position accounts for 2.22% of the portfolio, ranked #8.

KDK Private Wealth Management first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.99M in Q4 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

KDK Private Wealth Management held 24,303 shares of iShares 0-1 Year Treasury Bond ETF worth $2.68M as of Q2 2026.
KDK Private Wealth Management sold 19 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.09K.
iShares 0-1 Year Treasury Bond ETF made up 2.22% of KDK Private Wealth Management's portfolio in Q2 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 7 quarters since.
KDK Private Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.99M in Q4 2024.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.