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

VanWeelden 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	$8.68M	Buy	78,692 +4,044	+5%	+$446K	6.45%	7
2026 Q1	$8.24M	Sell	74,648 -2,008	-3%	-$221K	6.57%	4
2025 Q4	$8.44M	Buy	76,656 +11,945	+18%	+$1.32M	6.63%	9
2025 Q3	$7.15M	Buy	+64,711	New	+$7.14M	5.88%	9
2025 Q1	$5.96M	Buy	53,983 +8,726	+19%	+$962K	5.31%	8
2024 Q4	$4.98M	Buy	+45,257	New	+$4.99M	4.5%	7
2024 Q2	$6.63M	Buy	+60,078	New	+$6.63M	5.69%	9

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

VanWeelden Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.4% in Q2 2026, buying an estimated $446K and bringing the position to 78,692 shares worth $8.68M. The position accounts for 6.45% of the portfolio, ranked #7.

VanWeelden Wealth Management first reported a position in SHV in Q2 2024 and has held it in 7 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

VanWeelden Wealth Management held 78,692 shares of iShares 0-1 Year Treasury Bond ETF worth $8.68M as of Q2 2026.
VanWeelden Wealth Management bought 4,044 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $446K.
iShares 0-1 Year Treasury Bond ETF made up 6.45% of VanWeelden Wealth Management's portfolio in Q2 2026, its #7 holding.
VanWeelden Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on VanWeelden Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.