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

Slagle Financial’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 		– Sell
-3,046
Closed -$336K – 142
2026
Q1 		$336K Buy
+3,046
New +$336K 0.11% 94
2025
Q4 		– Sell
-2,986
Closed -$330K – 124
2025
Q3 		$330K Hold
2,986
– – 0.12% 92
2025
Q2 		$330K Buy
+2,986
New +$329K 0.13% 90
2025
Q1 		– Sell
-2,086
Closed -$230K – 106
2024
Q4 		$230K Buy
2,086
+251
+14% +$27.7K 0.1% 98
2024
Q3 		$203K Buy
+1,835
New +$203K 0.09% 111

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Slagle Financial's SHV Position: Q2 2026 in Review

Slagle Financial sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 3,046 shares — an estimated $336K sold.

Slagle Financial first reported a position in SHV in Q3 2024 and held it in 5 quarters. The position peaked at $336K in Q1 2026. 334 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Slagle Financial reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Slagle Financial sold 3,046 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $336K.
  • Slagle Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and held it in 5 quarters.
  • Slagle Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $336K in Q1 2026.
  • 334 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.