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

Wealth Enhancement Trust 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 		$268K Hold
2,432
– – 0.03% 261
2026
Q1 		$268K Buy
2,432
+1,434
+144% +$158K 0.03% 254
2025
Q4 		$110K Buy
+998
New +$110K 0.01% 312

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 2,432 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #261.

Wealth Enhancement Trust Services first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $268K in Q1 2026. 581 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,432 shares of iShares 0-1 Year Treasury Bond ETF worth $268K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #261 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares 0-1 Year Treasury Bond ETF position peaked at $268K in Q1 2026.
  • 581 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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