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 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

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

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HAFG

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

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

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

Udine Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.7% in Q2 2026, selling an estimated $937K and leaving 101,750 shares worth $11.2M. The position accounts for 4.62% of the portfolio, ranked #6.

Udine Wealth Management first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.7M in Q3 2023. 334 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Udine Wealth Management held 101,750 shares of iShares 0-1 Year Treasury Bond ETF worth $11.2M as of Q2 2026.
Udine Wealth Management sold 8,500 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $937K.
iShares 0-1 Year Treasury Bond ETF made up 4.62% of Udine Wealth Management's portfolio in Q2 2026, its #6 holding.
Udine 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.
Udine Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $12.7M in Q3 2023.
334 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.