TFG
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Team Financial Group’s iShares Silver Trust SLV Stock Holding History

Team Financial Group’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-150
Closed -$10.2K – 216
2026
Q1 		$10.2K Hold
150
– – ﹤0.01% 196
2025
Q4 		$9.66K Hold
150
– – ﹤0.01% 187
2025
Q3 		$6.36K Buy
+150
New +$5.39K ﹤0.01% 201

Other funds holding SLV

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Team Financial Group's SLV Position: Q2 2026 in Review

Team Financial Group sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 150 shares — an estimated $10.2K sold.

Team Financial Group first reported a position in SLV in Q3 2025 and held it in 3 quarters. The position peaked at $10.2K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Team Financial Group reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 150 iShares Silver Trust shares in Q2 2026, an estimated $10.2K.
  • Team Financial Group first reported a position in iShares Silver Trust in Q3 2025 and held it in 3 quarters.
  • Team Financial Group's iShares Silver Trust position peaked at $10.2K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.