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

Wealth Management Associates’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
Q1 		$221K Hold
2,000
– – 0.08% 218
2025
Q4 		$220K Hold
2,000
– – 0.08% 214
2025
Q3 		$221K Hold
2,000
– – 0.08% 213
2025
Q2 		$221K Hold
2,000
– – 0.09% 201
2025
Q1 		$221K Hold
2,000
– – 0.09% 194
2024
Q4 		$220K Hold
2,000
– – 0.09% 189
2024
Q3 		$221K Hold
2,000
– – 0.1% 188
2024
Q2 		$221K Hold
2,000
– – 0.1% 176
2024
Q1 		$221K Sell
2,000
-200
-9% -$22.1K 0.1% 176
2023
Q4 		$242K Hold
2,200
– – 0.13% 168
2023
Q3 		$243K Hold
2,200
– – 0.14% 153
2023
Q2 		$243K Sell
2,200
-187
-8% -$20.6K 0.14% 157
2023
Q1 		$264K Hold
2,387
– – 0.16% 148
2022
Q4 		$262K Sell
2,387
-50
-2% -$5.5K 0.17% 139
2022
Q3 		$268K Buy
2,437
+187
+8% +$20.6K 0.19% 138
2022
Q2 		$248K Hold
2,250
– – 0.17% 147
2022
Q1 		$248K Hold
2,250
– – 0.14% 165
2021
Q4 		$248K Sell
2,250
-550
-20% -$60.7K 0.13% 168
2021
Q3 		$309K Hold
2,800
– – 0.18% 132
2021
Q2 		$309K Hold
2,800
– – 0.18% 139
2021
Q1 		$309K Hold
2,800
– – 0.2% 126
2020
Q4 		$309K Hold
2,800
– – 0.2% 125
2020
Q3 		$310K Hold
2,800
– – 0.24% 104
2020
Q2 		$310K Buy
+2,800
New +$310K 0.26% 91

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Management Associates's SHV Position: Q1 2026 in Review

Wealth Management Associates held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 2,000 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #218.

Wealth Management Associates first reported a position in SHV in Q2 2020 and has held it in 24 quarters since. The position peaked at $310K in Q2 2020. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Wealth Management Associates held 2,000 shares of iShares 0-1 Year Treasury Bond ETF worth $221K as of Q1 2026.
  • Wealth Management Associates left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Wealth Management Associates's portfolio in Q1 2026, its #218 holding.
  • Wealth Management Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Wealth Management Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $310K in Q2 2020.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.