WealthBridge Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

WealthBridge Capital 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 Q3	$974K	Buy	+8,826	New	+$973K	0.19%	85
2026 Q2	–	Sell	-8,966	Closed	-$990K	–	247
2026 Q1	$990K	Buy	+8,966	New	+$989K	0.23%	80
2023 Q3	–	Sell	-9,135	Closed	-$1.01M	–	190
2023 Q2	$1.01M	Sell	9,135 -19,960	-69%	-$2.2M	0.4%	52
2023 Q1	$3.21M	Buy	29,095 +16,923	+139%	+$1.86M	1.28%	19
2022 Q4	$1.34M	Buy	12,172 +1,672	+16%	+$184K	0.56%	43
2022 Q3	$1.16M	Hold	10,500	–	–	0.49%	41
2022 Q2	$1.16M	Buy	+10,500	New	+$1.16M	0.49%	41
2019 Q2	–	Sell	-170	Closed	-$19K	–	738
2019 Q1	$19K	Hold	170	–	–	0.01%	458
2018 Q4	$19K	Buy	+170	New	+$18.8K	0.01%	419

Other funds holding SHV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 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

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

WealthBridge Capital Management's SHV Position: Q3 2026 in Review

WealthBridge Capital Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026: 8,826 shares worth $974K. The stake represents 0.19% of the portfolio and ranks #85 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in SHV as recently as Q1 2026.

WealthBridge Capital Management first reported a position in SHV in Q4 2018 and has held it in 9 quarters since. The position peaked at $3.21M in Q1 2023. 522 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

WealthBridge Capital Management held 8,826 shares of iShares 0-1 Year Treasury Bond ETF worth $974K as of Q3 2026.
iShares 0-1 Year Treasury Bond ETF was a new WealthBridge Capital Management position in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.19% of WealthBridge Capital Management's portfolio in Q3 2026, its #85 holding.
WealthBridge Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 9 quarters since.
WealthBridge Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.21M in Q1 2023.
522 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.