Wealth Analytics Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wealth Analytics Partners’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	$5.71K	Buy	+52	New	+$5.73K	﹤0.01%	148

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

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

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Analytics Partners's SHV Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026: 52 shares worth $5.71K. The stake represents ﹤0.01% of the portfolio and ranks #148 among its holdings.

185 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Wealth Analytics Partners held 52 shares of iShares 0-1 Year Treasury Bond ETF worth $5.71K as of Q3 2026.
iShares 0-1 Year Treasury Bond ETF was a new Wealth Analytics Partners position in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Wealth Analytics Partners's portfolio in Q3 2026, its #148 holding.
185 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.