RDA Financial Network’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

RDA Financial Network’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	$301K	Sell	2,724 -226	-8%	-$24.9K	0.07%	222
2026 Q1	$326K	Sell	2,950 -94	-3%	-$10.4K	0.08%	205
2025 Q4	$335K	Sell	3,044 -734	-19%	-$80.9K	0.08%	193
2025 Q3	$417K	Sell	3,778 -1,070	-22%	-$118K	0.1%	172
2025 Q2	$535K	Sell	4,848 -1,152	-19%	-$127K	0.14%	142
2025 Q1	$663K	Sell	6,000 -35	-0.6%	-$3.86K	0.2%	113
2024 Q4	$665K	Sell	6,035 -5,701	-49%	-$629K	0.19%	114
2024 Q3	$1.3M	Sell	11,736 -1,950	-14%	-$215K	0.4%	74
2024 Q2	$1.51M	Sell	13,686 -10,474	-43%	-$1.16M	0.5%	61
2024 Q1	$2.67M	Sell	24,160 -908	-4%	-$100K	0.92%	28
2023 Q4	$2.76M	Sell	25,068 -72	-0.3%	-$7.94K	1.05%	26
2023 Q3	$2.78M	Buy	25,140 +196	+0.8%	+$21.6K	1.2%	22
2023 Q2	$2.76M	Buy	24,944 +8,435	+51%	+$930K	1.16%	26
2023 Q1	$1.82M	Buy	+16,509	New	+$1.82M	0.83%	36

Other funds holding SHV

Wealth Enhancement Advisory Services

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

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

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return