Walkner Condon Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Walkner Condon Financial Advisors’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	$201K	Sell	1,825 -38	-2%	-$4.19K	0.02%	339
2026 Q1	$206K	Buy	+1,863	New	+$205K	0.03%	306
2024 Q3	–	Sell	-1,832	Closed	-$202K	–	274
2024 Q2	$202K	Sell	1,832 -1,687	-48%	-$186K	0.04%	250
2024 Q1	$389K	Buy	3,519 +71	+2%	+$7.83K	0.08%	182
2023 Q4	$380K	Sell	3,448 -2,915	-46%	-$321K	0.09%	183
2023 Q3	$703K	Sell	6,363 -1,450	-19%	-$160K	0.19%	105
2023 Q2	$863K	Buy	7,813 +115	+1%	+$12.7K	0.23%	95
2023 Q1	$851K	Buy	+7,698	New	+$848K	0.24%	92
2021 Q1	–	Sell	-4,260	Closed	-$471K	–	169
2020 Q4	$471K	Hold	4,260	–	–	0.2%	85
2020 Q3	$472K	Buy	+4,260	New	+$472K	0.25%	69

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

Walkner Condon Financial Advisors's SHV Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2% in Q2 2026, selling an estimated $4.19K and leaving 1,825 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #339.

Walkner Condon Financial Advisors first reported a position in SHV in Q3 2020 and has held it in 10 quarters since. The position peaked at $863K in Q2 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Walkner Condon Financial Advisors held 1,825 shares of iShares 0-1 Year Treasury Bond ETF worth $201K as of Q2 2026.
Walkner Condon Financial Advisors sold 38 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.19K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #339 holding.
Walkner Condon Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 10 quarters since.
Walkner Condon Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $863K in Q2 2023.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.