Apex Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Apex Wealth Management’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	$5.33M	Sell	48,311 -29,151	-38%	-$3.21M	3.14%	14
2026 Q2	$8.55M	Sell	77,462 -2,929	-4%	-$323K	5.22%	5
2026 Q1	$8.87M	Buy	80,391 +29,406	+58%	+$3.24M	6.09%	3
2025 Q4	$5.62M	Sell	50,985 -18,594	-27%	-$2.05M	5.71%	5
2025 Q3	$7.69M	Sell	69,579 -9,253	-12%	-$1.02M	5.5%	3
2025 Q2	$8.7M	Sell	78,832 -32,910	-29%	-$3.63M	6.98%	3
2025 Q1	$12.3M	Buy	111,742 +89,758	+408%	+$9.9M	11.1%	1
2024 Q4	$2.42M	Buy	+21,984	New	+$2.42M	2.09%	19

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

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

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Bull Oak Capital San Diego, California $306M AUM 13.34% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apex Wealth Management's SHV Position: Q3 2026 in Review

Apex Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 38% in Q3 2026, selling an estimated $3.21M and leaving 48,311 shares worth $5.33M. The position accounts for 3.14% of the portfolio, ranked #14.

Apex Wealth Management first reported a position in SHV in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.3M in Q1 2025. 205 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Apex Wealth Management held 48,311 shares of iShares 0-1 Year Treasury Bond ETF worth $5.33M as of Q3 2026.
Apex Wealth Management sold 29,151 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $3.21M.
iShares 0-1 Year Treasury Bond ETF made up 3.14% of Apex Wealth Management's portfolio in Q3 2026, its #14 holding.
Apex Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Apex Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $12.3M in Q1 2025.
205 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.