GG
SHV icon

GenWealth Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

GenWealth Group’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 		$1.91M Buy
17,317
+112
+0.7% +$12.3K 0.3% 36
2026
Q1 		$1.9M Sell
17,205
-541
-3% -$59.7K 0.32% 32
2025
Q4 		$1.96M Buy
17,746
+2,094
+13% +$231K 0.33% 37
2025
Q3 		$1.73M Sell
15,652
-347
-2% -$38.3K 0.32% 35
2025
Q2 		$1.77M Buy
15,999
+108
+0.7% +$11.9K 0.36% 35
2025
Q1 		$1.76M Buy
15,891
+5,486
+53% +$605K 0.39% 33
2024
Q4 		$1.15M Buy
10,405
+477
+5% +$52.6K 0.26% 38
2024
Q3 		$1.1M Buy
9,928
+1,102
+12% +$122K 0.25% 40
2024
Q2 		$975K Buy
8,826
+1,013
+13% +$112K 0.24% 41
2024
Q1 		$864K Sell
7,813
-1,470
-16% -$162K 0.22% 42
2023
Q4 		$1.02M Sell
9,283
-1,467
-14% -$162K 0.28% 40
2023
Q3 		$1.19M Buy
10,750
+3,247
+43% +$358K 0.36% 37
2023
Q2 		$829K Sell
7,503
-599
-7% -$66K 0.24% 41
2023
Q1 		$895K Sell
8,102
-3,402
-30% -$375K 0.27% 38
2022
Q4 		$1.26M Buy
+11,504
New +$1.26M 0.41% 39
2022
Q1 		– Sell
-1,961
Closed -$216K – 76
2021
Q4 		$216K Hold
1,961
– – 0.06% 64
2021
Q3 		$217K Sell
1,961
-390
-17% -$43.1K 0.06% 61
2021
Q2 		$259K Sell
2,351
-6,753
-74% -$746K 0.08% 56
2021
Q1 		$1.01M Buy
9,104
+2,649
+41% +$293K 0.32% 31
2020
Q4 		$714K Sell
6,455
-5,040
-44% -$558K 0.24% 35
2020
Q3 		$1.27M Sell
11,495
-26,015
-69% -$2.88M 0.46% 32
2020
Q2 		$4.15M Sell
37,510
-392,691
-91% -$43.5M 1.61% 19
2020
Q1 		$47.8M Buy
+430,201
New +$47.6M 20.82% 1

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

GenWealth Group's SHV Position: Q2 2026 in Review

GenWealth Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.65% in Q2 2026, buying an estimated $12.3K and bringing the position to 17,317 shares worth $1.91M. The position accounts for 0.3% of the portfolio, ranked #36.

GenWealth Group first reported a position in SHV in Q1 2020 and has held it in 23 quarters since. The position peaked at $47.8M in Q1 2020. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • GenWealth Group held 17,317 shares of iShares 0-1 Year Treasury Bond ETF worth $1.91M as of Q2 2026.
  • GenWealth Group bought 112 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.3K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.3% of GenWealth Group's portfolio in Q2 2026, its #36 holding.
  • GenWealth Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • GenWealth Group's iShares 0-1 Year Treasury Bond ETF position peaked at $47.8M in Q1 2020.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.