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

EPG 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 Q1	$50.2K	Hold	454	–	–	0.01%	228
2025 Q4	$50K	Hold	454	–	–	0.01%	227
2025 Q3	$50.2K	Hold	454	–	–	0.01%	228
2025 Q2	$50.2K	Hold	454	–	–	0.02%	224
2025 Q1	$50.2K	Hold	454	–	–	0.01%	289
2024 Q4	$50K	Hold	454	–	–	0.01%	298
2024 Q3	$50.3K	Buy	+454	New	+$50.1K	0.01%	297
2024 Q2	–	Sell	-454	Closed	-$50.1K	–	320
2024 Q1	$50.2K	Hold	454	–	–	0.01%	314
2023 Q4	$50.1K	Sell	454 -1,820	-80%	-$201K	0.01%	306
2023 Q3	$251K	Hold	2,274	–	–	0.08%	211
2023 Q2	$251K	Hold	2,274	–	–	0.07%	208
2023 Q1	$251K	Hold	2,274	–	–	0.08%	204
2022 Q4	$250K	Buy	2,274 +1,820	+401%	+$200K	0.1%	179
2022 Q3	$50K	Buy	+454	New	+$49.9K	0.02%	254
2020 Q2	–	Sell	-520	Closed	-$58K	–	647
2020 Q1	$58K	Buy	+520	New	+$57.5K	0.04%	256

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EPG Wealth Management's SHV Position: Q1 2026 in Review

EPG Wealth Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 454 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #228.

EPG Wealth Management first reported a position in SHV in Q1 2020 and has held it in 15 quarters since. The position peaked at $251K in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

EPG Wealth Management held 454 shares of iShares 0-1 Year Treasury Bond ETF worth $50.2K as of Q1 2026.
EPG Wealth Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of EPG Wealth Management's portfolio in Q1 2026, its #228 holding.
EPG Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 15 quarters since.
EPG Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $251K in Q1 2023.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.