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

Smith Salley 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	$203K	Hold	1,840	–	–	0.01%	272
2026 Q1	$203K	Hold	1,840	–	–	0.01%	266
2025 Q4	$203K	Hold	1,840	–	–	0.01%	259
2025 Q3	$203K	Hold	1,840	–	–	0.01%	261
2025 Q2	$203K	Hold	1,840	–	–	0.01%	253
2025 Q1	$203K	Hold	1,840	–	–	0.01%	237
2024 Q4	$203K	Hold	1,840	–	–	0.01%	243
2024 Q3	$204K	Hold	1,840	–	–	0.01%	234
2024 Q2	$203K	Hold	1,840	–	–	0.01%	224
2024 Q1	$203K	Hold	1,840	–	–	0.02%	220
2023 Q4	$203K	Hold	1,840	–	–	0.01%	237
2023 Q3	$203K	Sell	1,840 -2,635	-59%	-$290K	0.02%	224
2023 Q2	$494K	Buy	+4,475	New	+$493K	0.04%	171

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Smith Salley Wealth Management's SHV Position: Q2 2026 in Review

Smith Salley Wealth Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 1,840 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #272.

Smith Salley Wealth Management first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $494K in Q2 2023. 255 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Smith Salley Wealth Management held 1,840 shares of iShares 0-1 Year Treasury Bond ETF worth $203K as of Q2 2026.
Smith Salley 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 Smith Salley Wealth Management's portfolio in Q2 2026, its #272 holding.
Smith Salley Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Smith Salley Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $494K in Q2 2023.
255 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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