BWM
SHV icon

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

Buska 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 		$1.41M Buy
12,745
+3,565
+39% +$393K 0.48% 29
2026
Q2 		$1.01M Buy
+9,180
New +$1.01M 0.37% 32

Other funds holding SHV

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

Buska Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 39% in Q3 2026, buying an estimated $393K and bringing the position to 12,745 shares worth $1.41M. The position accounts for 0.48% of the portfolio, ranked #29.

Buska Wealth Management first reported a position in SHV in Q2 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Buska Wealth Management held 12,745 shares of iShares 0-1 Year Treasury Bond ETF worth $1.41M as of Q3 2026.
  • Buska Wealth Management bought 3,565 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $393K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.48% of Buska Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Buska Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.