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

Udine 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 Q3	$9.7M	Sell	88,250 -13,500	-13%	-$1.49M	3.84%	8
2026 Q2	$11.2M	Sell	101,750 -8,500	-8%	-$937K	4.62%	6
2026 Q1	$12.2M	Buy	110,250 +3,500	+3%	+$386K	5.95%	5
2025 Q4	$11.8M	Hold	106,750	–	–	5.56%	6
2025 Q3	$11.8M	Sell	106,750 -1,000	-0.9%	-$110K	5.66%	5
2025 Q2	$11.9M	Hold	107,750	–	–	6.28%	5
2025 Q1	$11.9M	Hold	107,750	–	–	7.96%	4
2024 Q4	$11.9M	Hold	107,750	–	–	7.62%	4
2024 Q3	$11.9M	Hold	107,750	–	–	8.41%	4
2024 Q2	$11.9M	Hold	107,750	–	–	8.29%	6
2024 Q1	$11.9M	Sell	107,750 -3,000	-3%	-$331K	8.21%	5
2023 Q4	$12.2M	Sell	110,750 -4,000	-3%	-$441K	9.71%	4
2023 Q3	$12.7M	Buy	114,750 +10,000	+10%	+$1.1M	12.26%	4
2023 Q2	$11.6M	Buy	+104,750	New	+$11.5M	10.99%	4

Other funds holding SHV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $459M AUM 37.78% 1-Year Est. Return

Udine Wealth Management's SHV Position: Q3 2026 in Review

Udine Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q3 2026, selling an estimated $1.49M and leaving 88,250 shares worth $9.7M. The position accounts for 3.84% of the portfolio, ranked #8.

Udine Wealth Management first reported a position in SHV in Q2 2023 and has held it in 14 quarters since. The position peaked at $12.7M in Q3 2023. 436 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Udine Wealth Management held 88,250 shares of iShares 0-1 Year Treasury Bond ETF worth $9.7M as of Q3 2026.
Udine Wealth Management sold 13,500 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.49M.
iShares 0-1 Year Treasury Bond ETF made up 3.84% of Udine Wealth Management's portfolio in Q3 2026, its #8 holding.
Udine Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 14 quarters since.
Udine Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $12.7M in Q3 2023.
436 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Udine Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.