WealthCare Investment Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

WealthCare Investment 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	$220K	Buy	1,993 +18	+0.9%	+$1.98K	0.05%	192
2026 Q1	$218K	Buy	1,975 +11	+0.6%	+$1.21K	0.06%	179
2025 Q4	$216K	Buy	1,964 +26	+1%	+$2.87K	0.06%	173
2025 Q3	$213K	Buy	1,938 +20	+1%	+$2.21K	0.07%	165
2025 Q2	$211K	Buy	1,918 +13	+0.7%	+$1.43K	0.08%	153
2025 Q1	$210K	Buy	1,905 +20	+1%	+$2.21K	0.09%	142
2024 Q4	$208K	Buy	1,885 +22	+1%	+$2.43K	0.09%	137
2024 Q3	$205K	Buy	1,863 +32	+2%	+$3.53K	0.09%	138
2024 Q2	$202K	Buy	+1,831	New	+$202K	0.09%	133

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

WealthCare Investment Partners's SHV Position: Q2 2026 in Review

WealthCare Investment Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.91% in Q2 2026, buying an estimated $1.98K and bringing the position to 1,993 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #192.

WealthCare Investment Partners first reported a position in SHV in Q2 2024 and has held it in 9 quarters since. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

WealthCare Investment Partners held 1,993 shares of iShares 0-1 Year Treasury Bond ETF worth $220K as of Q2 2026.
WealthCare Investment Partners bought 18 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.98K.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of WealthCare Investment Partners's portfolio in Q2 2026, its #192 holding.
WealthCare Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.