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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthBridge Capital Management's SHV Position: Q1 2026 in Review

WealthBridge Capital Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 8,966 shares worth $990K. The stake represents 0.23% of the portfolio and ranks #80 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in SHV as recently as Q2 2023.

WealthBridge Capital Management first reported a position in SHV in Q4 2018 and has held it in 8 quarters since. The position peaked at $3.21M in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

WealthBridge Capital Management held 8,966 shares of iShares 0-1 Year Treasury Bond ETF worth $990K as of Q1 2026.
iShares 0-1 Year Treasury Bond ETF was a new WealthBridge Capital Management position in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.23% of WealthBridge Capital Management's portfolio in Q1 2026, its #80 holding.
WealthBridge Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 8 quarters since.
WealthBridge Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.21M in Q1 2023.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.