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

Larson 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 Q3	$41.3K	Buy	374 +2	+0.5%	+$220	﹤0.01%	1700
2026 Q2	$41.1K	Buy	+372	New	+$41K	﹤0.01%	1608
2025 Q3	–	Sell	-2	Closed	-$245	–	3624
2025 Q2	$245	Hold	2	–	–	﹤0.01%	3027
2025 Q1	$221	Buy	+2	New	+$221	﹤0.01%	2774
2022 Q4	–	Sell	-74	Closed	-$8K	–	1528
2022 Q3	$8K	Buy	74 +11	+17%	+$1.21K	﹤0.01%	855
2022 Q2	$7K	Hold	63	–	–	﹤0.01%	805
2022 Q1	$7K	Hold	63	–	–	﹤0.01%	744
2021 Q4	$7K	Hold	63	–	–	﹤0.01%	761
2021 Q3	$7K	Hold	63	–	–	﹤0.01%	651
2021 Q2	$7K	Hold	63	–	–	﹤0.01%	611
2021 Q1	$7K	Buy	+63	New	+$6.96K	﹤0.01%	606
2019 Q4	–	Sell	-192	Closed	-$21K	–	654
2019 Q3	$21K	Buy	+192	New	+$21.2K	0.01%	215

Other funds holding SHV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Larson Financial Group's SHV Position: Q3 2026 in Review

Larson Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.54% in Q3 2026, buying an estimated $220 and bringing the position to 374 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Larson Financial Group first reported a position in SHV in Q3 2019 and has held it in 12 quarters since. 522 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Larson Financial Group held 374 shares of iShares 0-1 Year Treasury Bond ETF worth $41.3K as of Q3 2026.
Larson Financial Group bought 2 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $220.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1700 holding.
Larson Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and has held it in 12 quarters since.
522 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.