WFC
SHV icon

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

Western Financial Corp’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 		$1.37M Buy
12,431
+675
+6% +$74.4K 0.4% 48
2026
Q1 		$1.3M Sell
11,756
-470
-4% -$51.8K 0.51% 43
2025
Q4 		$1.35M Sell
12,226
-65
-0.5% -$7.17K 0.53% 47
2025
Q3 		$1.36M Sell
12,291
-485
-4% -$53.5K 0.59% 46
2025
Q2 		$1.41M Buy
12,776
+40
+0.3% +$4.41K 0.76% 35
2025
Q1 		$1.41M Sell
12,736
-1,008
-7% -$111K 0.82% 33
2024
Q4 		$1.51M Buy
13,744
+1,092
+9% +$120K 0.83% 31
2024
Q3 		$1.4M Buy
12,652
+275
+2% +$30.3K 0.79% 31
2024
Q2 		$1.37M Buy
12,377
+532
+4% +$58.7K 0.83% 29
2024
Q1 		$1.31M Buy
11,845
+738
+7% +$81.4K 0.8% 27
2023
Q4 		$1.22M Sell
11,107
-2,367
-18% -$261K 0.82% 24
2023
Q3 		$1.49M Sell
13,474
-452
-3% -$49.8K 1.09% 12
2023
Q2 		$1.54M Sell
13,926
-229
-2% -$25.2K 1.05% 12
2023
Q1 		$1.56M Buy
+14,155
New +$1.56M 1.11% 9

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

Western Financial Corp's SHV Position: Q2 2026 in Review

Western Financial Corp increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.7% in Q2 2026, buying an estimated $74.4K and bringing the position to 12,431 shares worth $1.37M. The position accounts for 0.4% of the portfolio, ranked #48.

Western Financial Corp first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.56M in Q1 2023. 334 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Western Financial Corp held 12,431 shares of iShares 0-1 Year Treasury Bond ETF worth $1.37M as of Q2 2026.
  • Western Financial Corp bought 675 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $74.4K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.4% of Western Financial Corp's portfolio in Q2 2026, its #48 holding.
  • Western Financial Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Western Financial Corp's iShares 0-1 Year Treasury Bond ETF position peaked at $1.56M in Q1 2023.
  • 334 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.