Kellett Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kellett Wealth Advisors’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 Q3	$14.2M	Buy	+128,371	New	+$14.1M	5.18%	6

Other funds holding SHV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return

Kellett Wealth Advisors's SHV Position: Q3 2026 in Review

Kellett Wealth Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026: 128,371 shares worth $14.2M. The stake represents 5.18% of the portfolio and ranks #6 among its holdings.

448 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Kellett Wealth Advisors held 128,371 shares of iShares 0-1 Year Treasury Bond ETF worth $14.2M as of Q3 2026.
iShares 0-1 Year Treasury Bond ETF was a new Kellett Wealth Advisors position in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 5.18% of Kellett Wealth Advisors's portfolio in Q3 2026, its #6 holding.
448 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.