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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthBridge Capital Management's SHV Position: Q2 2026 in Review

WealthBridge Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 8,966 shares — an estimated $990K sold.

WealthBridge Capital Management first reported a position in SHV in Q4 2018 and held it in 8 quarters. The position peaked at $3.21M in Q1 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

WealthBridge Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
WealthBridge Capital Management sold 8,966 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $990K.
WealthBridge Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 8 quarters.
WealthBridge Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.21M in Q1 2023.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.