Wealthcare Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $513K | Hold |
4,646
| – | – | 0.05% | 59 |
|
|
2026
Q1 | $513K | Hold |
4,646
| – | – | 0.05% | 55 |
|
|
2025
Q4 | $512K | Hold |
4,646
| – | – | 0.05% | 53 |
|
|
2025
Q3 | $513K | Hold |
4,646
| – | – | 0.05% | 54 |
|
|
2025
Q2 | $513K | Hold |
4,646
| – | – | 0.05% | 51 |
|
|
2025
Q1 | $513K | Hold |
4,646
| – | – | 0.05% | 53 |
|
|
2024
Q4 | $512K | Hold |
4,646
| – | – | 0.05% | 56 |
|
|
2024
Q3 | $514K | Hold |
4,646
| – | – | 0.05% | 53 |
|
|
2024
Q2 | $513K | Hold |
4,646
| – | – | 0.05% | 52 |
|
|
2024
Q1 | $514K | Hold |
4,646
| – | – | 0.06% | 52 |
|
|
2023
Q4 | $512K | Hold |
4,646
| – | – | 0.06% | 50 |
|
|
2023
Q3 | $513K | Hold |
4,646
| – | – | 0.06% | 45 |
|
|
2023
Q2 | $513K | Hold |
4,646
| – | – | 0.06% | 43 |
|
|
2023
Q1 | $513K | Hold |
4,646
| – | – | 0.06% | 43 |
|
|
2022
Q4 | $511K | Hold |
4,646
| – | – | 0.07% | 47 |
|
|
2022
Q3 | $511K | Hold |
4,646
| – | – | 0.06% | 40 |
|
|
2022
Q2 | $512K | Hold |
4,646
| – | – | 0.06% | 40 |
|
|
2022
Q1 | $512K | Hold |
4,646
| – | – | 0.05% | 47 |
|
|
2021
Q4 | $513K | Hold |
4,646
| – | – | 0.05% | 58 |
|
|
2021
Q3 | $513K | Hold |
4,646
| – | – | 0.05% | 50 |
|
|
2021
Q2 | $513K | Buy |
4,646
+500
| +12% | +$55.3K | 0.05% | 47 |
|
|
2021
Q1 | $458K | Hold |
4,146
| – | – | 0.05% | 45 |
|
|
2020
Q4 | $458K | Hold |
4,146
| – | – | 0.05% | 43 |
|
|
2020
Q3 | $459K | Hold |
4,146
| – | – | 0.05% | 40 |
|
|
2020
Q2 | $459K | Hold |
4,146
| – | – | 0.06% | 36 |
|
|
2020
Q1 | $460K | Hold |
4,146
| – | – | 0.06% | 35 |
|
|
2019
Q4 | $458K | Hold |
4,146
| – | – | 0.05% | 38 |
|
|
2019
Q3 | $459K | Hold |
4,146
| – | – | 0.06% | 36 |
|
|
2019
Q2 | $459K | Hold |
4,146
| – | – | 0.06% | 35 |
|
|
2019
Q1 | $458K | Hold |
4,146
| – | – | 0.07% | 36 |
|
|
2018
Q4 | $457K | Hold |
4,146
| – | – | 0.07% | 35 |
|
|
2018
Q3 | $458K | Hold |
4,146
| – | – | 0.05% | 33 |
|
|
2018
Q2 | $458K | Buy |
4,146
+3,901
| +1,592% | +$430K | 0.05% | 33 |
|
|
2018
Q1 | $27K | Hold |
245
| – | – | ﹤0.01% | 104 |
|
|
2017
Q4 | $27K | Buy |
245
+63
| +35% | +$6.95K | ﹤0.01% | 104 |
|
|
2017
Q3 | $20K | Buy |
+182
| New | +$20.1K | ﹤0.01% | 112 |
|
|
2015
Q2 | – | Sell |
-42
| Closed | -$5K | – | 787 |
|
|
2015
Q1 | $5K | Buy |
+42
| New | +$4.63K | ﹤0.01% | 644 |
|
Other funds holding SHV
NRI
BBVA
Wealthcare Capital Management's SHV Position: Q2 2026 in Review
Wealthcare Capital Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 4,646 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #59.
Wealthcare Capital Management first reported a position in SHV in Q1 2015 and has held it in 37 quarters since. The position peaked at $514K in Q3 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.
- Wealthcare Capital Management held 4,646 shares of iShares 0-1 Year Treasury Bond ETF worth $513K as of Q2 2026.
- Wealthcare Capital Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
- iShares 0-1 Year Treasury Bond ETF made up 0.05% of Wealthcare Capital Management's portfolio in Q2 2026, its #59 holding.
- Wealthcare Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2015 and has held it in 37 quarters since.
- Wealthcare Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $514K in Q3 2024.
- 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.
Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.