Buck Wealth Strategies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Buck Wealth Strategies’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	$92.1K	Buy	+835	New	+$92K	0.01%	265

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Buck Wealth Strategies's SHV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 835 shares worth $92.1K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings.

475 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Buck Wealth Strategies held 835 shares of iShares 0-1 Year Treasury Bond ETF worth $92.1K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #265 holding.
475 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.