RFN
SHV icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RDA Financial Network's SHV Position: Q2 2026 in Review

RDA Financial Network reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.7% in Q2 2026, selling an estimated $24.9K and leaving 2,724 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #222.

RDA Financial Network first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.78M in Q3 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • RDA Financial Network held 2,724 shares of iShares 0-1 Year Treasury Bond ETF worth $301K as of Q2 2026.
  • RDA Financial Network sold 226 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $24.9K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.07% of RDA Financial Network's portfolio in Q2 2026, its #222 holding.
  • RDA Financial Network first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • RDA Financial Network's iShares 0-1 Year Treasury Bond ETF position peaked at $2.78M in Q3 2023.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.