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 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

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

Larson Financial Group's SHV Position: Q2 2026 in Review

Larson Financial Group opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 372 shares worth $41.1K. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in SHV as recently as Q2 2025.

Larson Financial Group first reported a position in SHV in Q3 2019 and has held it in 11 quarters since. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Larson Financial Group held 372 shares of iShares 0-1 Year Treasury Bond ETF worth $41.1K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Larson Financial Group position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1608 holding.
Larson Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and has held it in 11 quarters since.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.