RDA Financial Network
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
Q3 		– Sell
-2,724
Closed -$301K – 290
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Bull Oak Capital
Bull Oak Capital San Diego, California $306M AUM 13.34% 1-Year Est. Return

RDA Financial Network's SHV Position: Q3 2026 in Review

RDA Financial Network sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026, closing a stake of 2,724 shares — an estimated $301K sold.

RDA Financial Network first reported a position in SHV in Q1 2023 and held it in 14 quarters. The position peaked at $2.78M in Q3 2023. 222 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • RDA Financial Network reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • RDA Financial Network sold 2,724 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $301K.
  • RDA Financial Network first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 14 quarters.
  • RDA Financial Network's iShares 0-1 Year Treasury Bond ETF position peaked at $2.78M in Q3 2023.
  • 222 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.