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Gen-Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Gen-Wealth Partners’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 		– Sell
-155
Closed -$17.1K – 748
2026
Q1 		$17.1K Buy
+155
New +$17.1K 0.01% 493

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Gen-Wealth Partners's SHV Position: Q2 2026 in Review

Gen-Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 155 shares — an estimated $17.1K sold.

Gen-Wealth Partners first reported a position in SHV in Q1 2026 and held it in 1 quarter. The position peaked at $17.1K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Gen-Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 155 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $17.1K.
  • Gen-Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Gen-Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $17.1K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.