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

GC Wealth Management RIA’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	$221K	Sell	1,999 -108	-5%	-$11.9K	0.01%	460
2026 Q1	$233K	Buy	2,107 +63	+3%	+$6.95K	0.01%	472
2025 Q4	$225K	Sell	2,044 -8	-0.4%	-$882	0.01%	500
2025 Q3	$227K	Buy	2,052 +24	+1%	+$2.65K	0.01%	785
2025 Q2	$224K	Buy	2,028 +203	+11%	+$22.4K	0.02%	496
2025 Q1	$202K	Buy	+1,825	New	+$201K	0.04%	299

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

GC Wealth Management RIA's SHV Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.1% in Q2 2026, selling an estimated $11.9K and leaving 1,999 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #460.

GC Wealth Management RIA first reported a position in SHV in Q1 2025 and has held it in 6 quarters since. The position peaked at $233K in Q1 2026. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

GC Wealth Management RIA held 1,999 shares of iShares 0-1 Year Treasury Bond ETF worth $221K as of Q2 2026.
GC Wealth Management RIA sold 108 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.9K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of GC Wealth Management RIA's portfolio in Q2 2026, its #460 holding.
GC Wealth Management RIA first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
GC Wealth Management RIA's iShares 0-1 Year Treasury Bond ETF position peaked at $233K in Q1 2026.
123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.