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

Omnitrust 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
Q1 		$250K Sell
2,267
-239
-10% -$26.4K 0.32% 47
2025
Q4 		$276K Buy
+2,506
New +$276K 0.35% 49

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Wells Fargo
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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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Omnitrust Wealth Management's SHV Position: Q1 2026 in Review

Omnitrust Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.5% in Q1 2026, selling an estimated $26.4K and leaving 2,267 shares worth $250K. The position accounts for 0.32% of the portfolio, ranked #47.

Omnitrust Wealth Management first reported a position in SHV in Q4 2025 and has held it in 2 quarters since. The position peaked at $276K in Q4 2025. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Omnitrust Wealth Management held 2,267 shares of iShares 0-1 Year Treasury Bond ETF worth $250K as of Q1 2026.
  • Omnitrust Wealth Management sold 239 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $26.4K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.32% of Omnitrust Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Omnitrust Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Omnitrust Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $276K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.