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

MinichMacGregor 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
Q2 		$11.3M Buy
102,026
+8,748
+9% +$964K 1.71% 28
2026
Q1 		$10.3M Buy
93,278
+6,041
+7% +$666K 1.82% 24
2025
Q4 		$9.61M Buy
87,237
+4,186
+5% +$462K 1.74% 24
2025
Q3 		$9.18M Sell
83,051
-3,500
-4% -$386K 1.79% 24
2025
Q2 		$9.56M Sell
86,551
-458
-0.5% -$50.5K 2.04% 21
2025
Q1 		$9.61M Buy
87,009
+10,244
+13% +$1.13M 2.15% 16
2024
Q4 		$8.45M Buy
76,765
+177
+0.2% +$19.5K 1.76% 23
2024
Q3 		$8.47M Buy
76,588
+61
+0.1% +$6.73K 1.82% 25
2024
Q2 		$8.46M Sell
76,527
-262
-0.3% -$28.9K 2.06% 17
2024
Q1 		$8.45M Sell
76,789
-4,316
-5% -$476K 2.16% 15
2023
Q4 		$8.93M Sell
81,105
-349
-0.4% -$38.5K 2.58% 11
2023
Q3 		$9M Buy
81,454
+1,114
+1% +$123K 2.98% 10
2023
Q2 		$8.87M Sell
80,340
-200
-0.2% -$22K 2.77% 10
2023
Q1 		$8.9M Sell
80,540
-1,512
-2% -$167K 2.95% 9
2022
Q4 		$9.02M Buy
82,052
+27
+0% +$2.97K 3.26% 10
2022
Q3 		$9.02M Sell
82,025
-202
-0.2% -$22.2K 3.6% 9
2022
Q2 		$9.05M Sell
82,227
-191
-0.2% -$21K 3.73% 7
2022
Q1 		$9.09M Sell
82,418
-1,670
-2% -$184K 2.91% 9
2021
Q4 		$9.28M Buy
84,088
+1,223
+1% +$135K 2.83% 15
2021
Q3 		$9.15M Sell
82,865
-43
-0.1% -$4.75K 3.08% 13
2021
Q2 		$9.16M Buy
82,908
+504
+0.6% +$55.7K 3.21% 13
2021
Q1 		$9.11M Buy
82,404
+6,093
+8% +$673K 3.4% 13
2020
Q4 		$8.43M Sell
76,311
-2,035
-3% -$225K 3.44% 14
2020
Q3 		$8.67M Sell
78,346
-28,403
-27% -$3.14M 4.09% 6
2020
Q2 		$11.8M Buy
+106,749
New +$11.8M 6.54% 4
2020
Q1 		– Sell
-78,318
Closed -$8.65M – 114
2019
Q4 		$8.65M Sell
78,318
-3,343
-4% -$370K 4.82% 5
2019
Q3 		$9.03M Sell
81,661
-409
-0.5% -$45.2K 6.11% 3
2019
Q2 		$9.06M Sell
82,070
-611
-0.7% -$67.5K 6.33% 3
2019
Q1 		$9.12M Buy
+82,681
New +$9.13M 6.85% 3
2018
Q4 		– Sell
-85,121
Closed -$9.39M – 449
2018
Q3 		$9.39M Buy
85,121
+1,220
+1% +$135K 6.19% 3
2018
Q2 		$9.25M Sell
83,901
-209
-0.2% -$23.1K 6.59% 3
2018
Q1 		$9.28M Buy
84,110
+12,306
+17% +$1.36M 7.23% 3
2017
Q4 		$7.92M Buy
71,804
+1,492
+2% +$165K 6.18% 3
2017
Q3 		$7.76M Buy
70,312
+963
+1% +$106K 6.44% 3
2017
Q2 		$7.65M Buy
69,349
+898
+1% +$99K 6.64% 3
2017
Q1 		$7.55M Buy
68,451
+313
+0.5% +$34.5K 6.8% 3
2016
Q4 		$7.51M Sell
68,138
-23,983
-26% -$2.65M 7.03% 4
2016
Q3 		$10.2M Sell
92,121
-16,789
-15% -$1.85M 9.55% 2
2016
Q2 		$12M Buy
108,910
+186
+0.2% +$20.5K 11.35% 2
2016
Q1 		$12M Buy
108,724
+53,756
+98% +$5.93M 11.58% 2
2015
Q4 		$6.06M Buy
+54,968
New +$6.06M 5.65% 4

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

MinichMacGregor Wealth Management's SHV Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.4% in Q2 2026, buying an estimated $964K and bringing the position to 102,026 shares worth $11.3M. The position accounts for 1.71% of the portfolio, ranked #28.

MinichMacGregor Wealth Management first reported a position in SHV in Q4 2015 and has held it in 41 quarters since. The position peaked at $12M in Q2 2016. 315 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • MinichMacGregor Wealth Management held 102,026 shares of iShares 0-1 Year Treasury Bond ETF worth $11.3M as of Q2 2026.
  • MinichMacGregor Wealth Management bought 8,748 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $964K.
  • iShares 0-1 Year Treasury Bond ETF made up 1.71% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #28 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2015 and has held it in 41 quarters since.
  • MinichMacGregor Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $12M in Q2 2016.
  • 315 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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