CMAI
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Capital Management Associates Inc’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Capital Management Associates Inc’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 		$716K Sell
6,490
-6
-0.1% -$661 0.14% 79
2026
Q1 		$717K Buy
+6,496
New +$716K 0.16% 79

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Management Associates Inc's SHV Position: Q2 2026 in Review

Capital Management Associates Inc reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.09% in Q2 2026, selling an estimated $661 and leaving 6,490 shares worth $716K. The position accounts for 0.14% of the portfolio, ranked #79.

Capital Management Associates Inc first reported a position in SHV in Q1 2026 and has held it in 2 quarters since. The position peaked at $717K in Q1 2026. 721 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Capital Management Associates Inc held 6,490 shares of iShares 0-1 Year Treasury Bond ETF worth $716K as of Q2 2026.
  • Capital Management Associates Inc sold 6 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $661.
  • iShares 0-1 Year Treasury Bond ETF made up 0.14% of Capital Management Associates Inc's portfolio in Q2 2026, its #79 holding.
  • Capital Management Associates Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Capital Management Associates Inc's iShares 0-1 Year Treasury Bond ETF position peaked at $717K in Q1 2026.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.