NWF Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

NWF Advisory Services’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	$243K	Sell	2,203 -4,837	-69%	-$533K	0.02%	356
2026 Q1	$777K	Buy	7,040 +3,896	+124%	+$430K	0.09%	157
2025 Q4	$346K	Buy	+3,144	New	+$347K	0.04%	261
2025 Q3	–	Sell	-3,868	Closed	-$427K	–	451
2025 Q2	$427K	Buy	+3,868	New	+$426K	0.05%	233
2025 Q1	–	Sell	-4,626	Closed	-$509K	–	417
2024 Q4	$509K	Buy	+4,626	New	+$510K	0.07%	136
2023 Q4	–	Sell	-2,747	Closed	-$303K	–	319
2023 Q3	$303K	Buy	+2,747	New	+$303K	0.07%	184

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

NWF Advisory Services's SHV Position: Q2 2026 in Review

NWF Advisory Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 69% in Q2 2026, selling an estimated $533K and leaving 2,203 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #356.

NWF Advisory Services first reported a position in SHV in Q3 2023 and has held it in 6 quarters since. The position peaked at $777K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

NWF Advisory Services held 2,203 shares of iShares 0-1 Year Treasury Bond ETF worth $243K as of Q2 2026.
NWF Advisory Services sold 4,837 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $533K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #356 holding.
NWF Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 6 quarters since.
NWF Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $777K in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.