Wealthcare Advisory Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wealthcare Advisory Partners’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	$302K	Sell	2,736 -894	-25%	-$98.5K	0.01%	875
2026 Q1	$401K	Sell	3,630 -368	-9%	-$40.6K	0.01%	777
2025 Q4	$440K	Sell	3,998 -928	-19%	-$102K	0.01%	735
2025 Q3	$544K	Sell	4,926 -41	-0.8%	-$4.52K	0.01%	652
2025 Q2	$548K	Sell	4,967 -902	-15%	-$99.5K	0.01%	620
2025 Q1	$648K	Sell	5,869 -152	-3%	-$16.8K	0.02%	535
2024 Q4	$663K	Sell	6,021 -136	-2%	-$15K	0.02%	514
2024 Q3	$681K	Sell	6,157 -166	-3%	-$18.3K	0.02%	499
2024 Q2	$699K	Sell	6,323 -958	-13%	-$106K	0.02%	467
2024 Q1	$805K	Sell	7,281 -73	-1%	-$8.05K	0.03%	432
2023 Q4	$810K	Sell	7,354 -1,686	-19%	-$186K	0.03%	372
2023 Q3	$999K	Sell	9,040 -12	-0.1%	-$1.32K	0.05%	278
2023 Q2	$1,000K	Buy	9,052 +45	+0.5%	+$4.96K	0.04%	287
2023 Q1	$995K	Buy	9,007 +2,946	+49%	+$325K	0.04%	288
2022 Q4	$666K	Buy	6,061 +2,820	+87%	+$310K	0.03%	352
2022 Q3	$356K	Buy	+3,241	New	+$357K	0.02%	444
2021 Q2	–	Sell	-1,295	Closed	-$143K	–	1645
2021 Q1	$143K	Sell	1,295 -1,385	-52%	-$153K	0.01%	566
2020 Q4	$296K	Buy	+2,680	New	+$296K	0.03%	323
2020 Q2	–	Sell	-450	Closed	-$50K	–	1172
2020 Q1	$50K	Hold	450	–	–	0.01%	510
2019 Q4	$50K	Buy	+450	New	+$49.7K	0.01%	551

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealthcare Advisory Partners's SHV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 25% in Q2 2026, selling an estimated $98.5K and leaving 2,736 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #875.

Wealthcare Advisory Partners first reported a position in SHV in Q4 2019 and has held it in 20 quarters since. The position peaked at $1,000K in Q2 2023. 182 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Wealthcare Advisory Partners held 2,736 shares of iShares 0-1 Year Treasury Bond ETF worth $302K as of Q2 2026.
Wealthcare Advisory Partners sold 894 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $98.5K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #875 holding.
Wealthcare Advisory Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 20 quarters since.
Wealthcare Advisory Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1,000K in Q2 2023.
182 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.