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

WealthShield 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	$122K	Buy	1,104 +57	+5%	+$6.28K	0.02%	250
2026 Q1	$116K	Buy	+1,047	New	+$115K	0.01%	387
2023 Q4	–	Sell	-295	Closed	-$32.6K	–	504
2023 Q3	$32.6K	Buy	295 +130	+79%	+$14.3K	﹤0.01%	389
2023 Q2	$18.2K	Sell	165 -379	-70%	-$41.8K	﹤0.01%	423
2023 Q1	$60.1K	Buy	+544	New	+$59.9K	0.01%	368
2018 Q2	–	Sell	-10	Closed	-$1K	–	258
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	231
2017 Q4	$1K	Buy	+10	New	+$1.1K	﹤0.01%	218

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

WealthShield Partners's SHV Position: Q2 2026 in Review

WealthShield Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.4% in Q2 2026, buying an estimated $6.28K and bringing the position to 1,104 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #250.

WealthShield Partners first reported a position in SHV in Q4 2017 and has held it in 7 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

WealthShield Partners held 1,104 shares of iShares 0-1 Year Treasury Bond ETF worth $122K as of Q2 2026.
WealthShield Partners bought 57 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.28K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of WealthShield Partners's portfolio in Q2 2026, its #250 holding.
WealthShield Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2017 and has held it in 7 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.