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 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 $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

WealthCare Investment Partners's SHV Position: Q1 2026 in Review

WealthCare Investment Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.56% in Q1 2026, buying an estimated $1.21K and bringing the position to 1,975 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #179.

WealthCare Investment Partners first reported a position in SHV in Q2 2024 and has held it in 8 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

WealthCare Investment Partners held 1,975 shares of iShares 0-1 Year Treasury Bond ETF worth $218K as of Q1 2026.
WealthCare Investment Partners bought 11 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.21K.
iShares 0-1 Year Treasury Bond ETF made up 0.06% of WealthCare Investment Partners's portfolio in Q1 2026, its #179 holding.
WealthCare Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.