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

Quadcap 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 		– Sell
-4,464
Closed -$493K – 445
2026
Q1 		$493K Buy
+4,464
New +$492K 0.06% 260
2024
Q3 		– Sell
-1,885
Closed -$208K – 401
2024
Q2 		$208K Buy
+1,885
New +$208K 0.04% 361

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

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

Quadcap Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 4,464 shares — an estimated $493K sold.

Quadcap Wealth Management first reported a position in SHV in Q2 2024 and held it in 2 quarters. The position peaked at $493K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Quadcap Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Quadcap Wealth Management sold 4,464 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $493K.
  • Quadcap Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • Quadcap Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $493K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.