WealthTrak Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

WealthTrak Capital Management’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	$798K	Sell	7,236 -1,355	-16%	-$149K	0.53%	44
2026 Q1	$948K	Hold	8,591	–	–	0.68%	42
2025 Q4	$946K	Buy	8,591 +2,198	+34%	+$242K	0.68%	39
2025 Q3	$706K	Sell	6,393 -5,594	-47%	-$617K	0.58%	45
2025 Q2	$1.32M	Sell	11,987 -1,006	-8%	-$111K	1.11%	27
2025 Q1	$1.44M	Sell	12,993 -166	-1%	-$18.3K	1.24%	21
2024 Q4	$1.45M	Buy	+13,159	New	+$1.45M	1.23%	22

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

WealthTrak Capital Management's SHV Position: Q2 2026 in Review

WealthTrak Capital Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 16% in Q2 2026, selling an estimated $149K and leaving 7,236 shares worth $798K. The position accounts for 0.53% of the portfolio, ranked #44.

WealthTrak Capital Management first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

WealthTrak Capital Management held 7,236 shares of iShares 0-1 Year Treasury Bond ETF worth $798K as of Q2 2026.
WealthTrak Capital Management sold 1,355 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $149K.
iShares 0-1 Year Treasury Bond ETF made up 0.53% of WealthTrak Capital Management's portfolio in Q2 2026, its #44 holding.
WealthTrak Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
WealthTrak Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.45M in Q4 2024.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.