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

Walker Financial Services’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	$3.92M	Sell	35,541 -2,125	-6%	-$234K	1.21%	16
2026 Q1	$4.16M	Buy	37,666 +576	+2%	+$63.5K	1.42%	16
2025 Q4	$4.09M	Buy	37,090 +5,155	+16%	+$568K	1.48%	15
2025 Q3	$3.53M	Buy	31,935 +6,697	+27%	+$739K	1.37%	17
2025 Q2	$2.79M	Buy	+25,238	New	+$2.78M	1.27%	13
2024 Q1	–	Sell	-1,885	Closed	-$208K	–	31
2023 Q4	$208K	Sell	1,885 -2,155	-53%	-$238K	0.21%	24
2023 Q3	$446K	Buy	4,040 +33	+0.8%	+$3.64K	0.43%	16
2023 Q2	$443K	Sell	4,007 -360	-8%	-$39.7K	0.44%	18
2023 Q1	$483K	Hold	4,367	–	–	0.5%	15
2022 Q4	$483K	Sell	4,367 -15,675	-78%	-$1.72M	0.5%	15
2022 Q3	$2.2M	Sell	20,042 -2,375	-11%	-$261K	2.06%	10
2022 Q2	$2.47M	Sell	22,417 -1,993	-8%	-$220K	2.4%	10
2022 Q1	$2.69M	Buy	+24,410	New	+$2.69M	2.47%	6

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Walker Financial Services's SHV Position: Q2 2026 in Review

Walker Financial Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.6% in Q2 2026, selling an estimated $234K and leaving 35,541 shares worth $3.92M. The position accounts for 1.21% of the portfolio, ranked #16.

Walker Financial Services first reported a position in SHV in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.16M in Q1 2026. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Walker Financial Services held 35,541 shares of iShares 0-1 Year Treasury Bond ETF worth $3.92M as of Q2 2026.
Walker Financial Services sold 2,125 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $234K.
iShares 0-1 Year Treasury Bond ETF made up 1.21% of Walker Financial Services's portfolio in Q2 2026, its #16 holding.
Walker Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 13 quarters since.
Walker Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $4.16M in Q1 2026.
123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.