Capital Wealth Alliance’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Capital Wealth Alliance’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	$5.7M	Sell	51,639 -4,425	-8%	-$488K	2.64%	7
2026 Q1	$6.19M	Buy	56,064 +1,120	+2%	+$123K	2.8%	7
2025 Q4	$6.05M	Sell	54,944 -4,745	-8%	-$523K	2.59%	10
2025 Q3	$6.59M	Sell	59,689 -3,516	-6%	-$388K	3.28%	6
2025 Q2	$6.98M	Buy	63,205 +2,417	+4%	+$266K	3.75%	6
2025 Q1	$6.71M	Sell	60,788 -2,158	-3%	-$238K	4.01%	7
2024 Q4	$6.93M	Sell	62,946 -28,503	-31%	-$3.14M	3.93%	6
2024 Q3	$10.1M	Buy	91,449 +22,596	+33%	+$2.49M	5.88%	4
2024 Q2	$7.61M	Sell	68,853 -5,472	-7%	-$603K	4.34%	3
2024 Q1	$8.22M	Buy	74,325 +21,174	+40%	+$2.34M	4.86%	4
2023 Q4	$5.85M	Buy	53,151 +12,599	+31%	+$1.39M	4.02%	4
2023 Q3	$4.48M	Buy	+40,552	New	+$4.47M	3.38%	5

Other funds holding SHV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Wealth Alliance's SHV Position: Q2 2026 in Review

Capital Wealth Alliance reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.9% in Q2 2026, selling an estimated $488K and leaving 51,639 shares worth $5.7M. The position accounts for 2.64% of the portfolio, ranked #7.

Capital Wealth Alliance first reported a position in SHV in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.1M in Q3 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Capital Wealth Alliance held 51,639 shares of iShares 0-1 Year Treasury Bond ETF worth $5.7M as of Q2 2026.
Capital Wealth Alliance sold 4,425 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $488K.
iShares 0-1 Year Treasury Bond ETF made up 2.64% of Capital Wealth Alliance's portfolio in Q2 2026, its #7 holding.
Capital Wealth Alliance first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Capital Wealth Alliance's iShares 0-1 Year Treasury Bond ETF position peaked at $10.1M in Q3 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Wealth Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.