Capstone Wealth Management Group (Pennsylvania)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$16.1M	Sell	145,546 -10,160	-7%	-$1.12M	5.66%	4
2026 Q1	$17.2M	Sell	155,706 -7,262	-4%	-$801K	7.2%	1
2025 Q4	$18M	Sell	162,968 -42,518	-21%	-$4.69M	7.52%	1
2025 Q3	$22.7M	Sell	205,486 -7,567	-4%	-$835K	9.62%	1
2025 Q2	$23.5M	Buy	213,053 +103,648	+95%	+$11.4M	22.57%	1
2025 Q1	$12.1M	Sell	109,405 -3,943	-3%	-$435K	6.9%	3
2024 Q4	$12.5M	Sell	113,348 -28,111	-20%	-$3.1M	6.68%	2
2024 Q3	$15.6M	Buy	141,459 +31,303	+28%	+$3.45M	9.27%	2
2024 Q2	$12.2M	Buy	110,156 +17,721	+19%	+$1.95M	7.96%	2
2024 Q1	$10.2M	Buy	+92,435	New	+$10.2M	7.33%	3

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

Capstone Wealth Management Group (Pennsylvania)'s SHV Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.5% in Q2 2026, selling an estimated $1.12M and leaving 145,546 shares worth $16.1M. The position accounts for 5.66% of the portfolio, ranked #4.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.5M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 145,546 shares of iShares 0-1 Year Treasury Bond ETF worth $16.1M as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) sold 10,160 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.12M.
iShares 0-1 Year Treasury Bond ETF made up 5.66% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #4 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s iShares 0-1 Year Treasury Bond ETF position peaked at $23.5M in Q2 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.