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

National Wealth Management 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	$1.3M	Sell	11,735 -586	-5%	-$64.6K	0.4%	62
2026 Q1	$1.36M	Sell	12,321 -468	-4%	-$51.6K	0.51%	48
2025 Q4	$1.41M	Buy	12,789 +7,268	+132%	+$801K	0.49%	43
2025 Q3	$610K	Buy	+5,521	New	+$609K	0.23%	105
2023 Q1	–	Sell	-2,317	Closed	-$255K	–	164
2022 Q4	$255K	Buy	2,317 +182	+9%	+$20K	0.31%	105
2022 Q3	$235K	Buy	+2,135	New	+$235K	0.31%	106

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

National Wealth Management Group's SHV Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.8% in Q2 2026, selling an estimated $64.6K and leaving 11,735 shares worth $1.3M. The position accounts for 0.4% of the portfolio, ranked #62.

National Wealth Management Group first reported a position in SHV in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2025. 182 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

National Wealth Management Group held 11,735 shares of iShares 0-1 Year Treasury Bond ETF worth $1.3M as of Q2 2026.
National Wealth Management Group sold 586 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $64.6K.
iShares 0-1 Year Treasury Bond ETF made up 0.4% of National Wealth Management Group's portfolio in Q2 2026, its #62 holding.
National Wealth Management Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 6 quarters since.
National Wealth Management Group's iShares 0-1 Year Treasury Bond ETF position peaked at $1.41M in Q4 2025.
182 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.