MWM
SHV icon

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

Mosley 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 		$9.38K Hold
85
– – ﹤0.01% 393
2026
Q1 		$9.39K Buy
+85
New +$9.37K ﹤0.01% 311

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Wealth Enhancement Advisory Services
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Envestnet Asset Management
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TC
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AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 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

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

Mosley Wealth Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 85 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Mosley Wealth Management first reported a position in SHV in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.39K in Q1 2026. 469 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Mosley Wealth Management held 85 shares of iShares 0-1 Year Treasury Bond ETF worth $9.38K as of Q2 2026.
  • Mosley Wealth Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #393 holding.
  • Mosley Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $9.39K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.