Wealth Enhancement Advisory Services
SHV icon

Wealth Enhancement Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wealth Enhancement Advisory Services’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 		$122M Buy
1,111,769
+112,087
+11% +$12.4M 0.2% 88
2026
Q1 		$110M Sell
999,682
-630,885
-39% -$69.6M 0.22% 85
2025
Q4 		$180M Buy
1,630,567
+126,707
+8% +$14M 0.24% 74
2025
Q3 		$166M Buy
1,503,860
+41,128
+3% +$4.54M 0.25% 75
2025
Q2 		$161M Sell
1,462,732
-54,451
-4% -$6M 0.27% 69
2025
Q1 		$168M Buy
1,517,183
+305,749
+25% +$33.7M 0.32% 57
2024
Q4 		$133M Buy
1,211,434
+121,071
+11% +$13.4M 0.26% 74
2024
Q3 		$121M Sell
1,090,363
-40,873
-4% -$4.51M 0.26% 74
2024
Q2 		$125M Buy
1,131,236
+178,574
+19% +$19.7M 0.3% 66
2024
Q1 		$105M Buy
952,662
+198,128
+26% +$21.9M 0.27% 76
2023
Q4 		$83.1M Buy
754,534
+145,901
+24% +$16.1M 0.24% 90
2023
Q3 		$67.2M Buy
608,633
+313,879
+106% +$34.6M 0.22% 99
2023
Q2 		$32.6M Buy
294,754
+280,210
+1,927% +$30.9M 0.35% 38
2023
Q1 		$1.61M Buy
14,544
+434
+3% +$47.8K 0.02% 246
2022
Q4 		$1.56M Buy
14,110
+41
+0.3% +$4.51K 0.02% 188
2022
Q3 		$1.55M Buy
+14,069
New +$1.55M 0.02% 193

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's SHV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 11% in Q2 2026, buying an estimated $12.4M and bringing the position to 1,111,769 shares worth $122M. The position accounts for 0.2% of the portfolio, ranked #88.

Wealth Enhancement Advisory Services first reported a position in SHV in Q3 2022 and has held it in 16 quarters since. The position peaked at $180M in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,111,769 shares of iShares 0-1 Year Treasury Bond ETF worth $122M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 112,087 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.4M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.2% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #88 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $180M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.