Valmark Advisers’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Valmark Advisers’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	-2,615	Closed	-$289K	–	740
2026 Q1	$289K	Buy	+2,615	New	+$288K	﹤0.01%	589
2025 Q3	–	Sell	-4,771	Closed	-$527K	–	676
2025 Q2	$527K	Buy	4,771 +499	+12%	+$55K	0.01%	436
2025 Q1	$472K	Buy	4,272 +29	+0.7%	+$3.2K	0.01%	440
2024 Q4	$467K	Buy	4,243 +68	+2%	+$7.5K	0.01%	431
2024 Q3	$462K	Buy	+4,175	New	+$461K	0.01%	425
2014 Q1	–	Sell	-8,323	Closed	-$918K	–	57
2013 Q4	$918K	Buy	+8,323	New	+$918K	0.03%	36

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valmark Advisers's SHV Position: Q2 2026 in Review

Valmark Advisers sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 2,615 shares — an estimated $289K sold.

Valmark Advisers first reported a position in SHV in Q4 2013 and held it in 6 quarters. The position peaked at $918K in Q4 2013. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Valmark Advisers reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Valmark Advisers sold 2,615 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $289K.
Valmark Advisers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2013 and held it in 6 quarters.
Valmark Advisers's iShares 0-1 Year Treasury Bond ETF position peaked at $918K in Q4 2013.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.