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

Nations 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	$841K	Buy	7,619 +227	+3%	+$25K	0.04%	423
2026 Q1	$816K	Buy	7,392 +876	+13%	+$96.6K	0.04%	422
2025 Q4	$718K	Buy	6,516 +452	+7%	+$49.8K	0.04%	438
2025 Q3	$670K	Buy	6,064 +3,808	+169%	+$420K	0.04%	421
2025 Q2	$249K	Buy	+2,256	New	+$249K	0.02%	597
2025 Q1	–	Sell	-2,788	Closed	-$307K	–	697
2024 Q4	$307K	Buy	+2,788	New	+$307K	0.02%	546

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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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

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

Nations Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.1% in Q2 2026, buying an estimated $25K and bringing the position to 7,619 shares worth $841K. The position accounts for 0.04% of the portfolio, ranked #423.

Nations Financial Group first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Nations Financial Group held 7,619 shares of iShares 0-1 Year Treasury Bond ETF worth $841K as of Q2 2026.
Nations Financial Group bought 227 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $25K.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #423 holding.
Nations Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
236 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.