Rudd Co d/b/a Styre Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Rudd Co d/b/a Styre Wealth’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 Q3	$1.92M	Buy	+17,394	New	+$1.92M	1.87%	12

Other funds holding SHV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Rudd Co d/b/a Styre Wealth's SHV Position: Q3 2026 in Review

Rudd Co d/b/a Styre Wealth opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026: 17,394 shares worth $1.92M. The stake represents 1.87% of the portfolio and ranks #12 among its holdings.

300 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Rudd Co d/b/a Styre Wealth held 17,394 shares of iShares 0-1 Year Treasury Bond ETF worth $1.92M as of Q3 2026.
iShares 0-1 Year Treasury Bond ETF was a new Rudd Co d/b/a Styre Wealth position in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 1.87% of Rudd Co d/b/a Styre Wealth's portfolio in Q3 2026, its #12 holding.
300 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Rudd Co d/b/a Styre Wealth's 13F filing for Q3 2026, filed 29 Oct 2026.