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 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 $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

WealthTrak Capital Management's SHV Position: Q1 2026 in Review

WealthTrak Capital Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 8,591 shares worth $948K. The position accounts for 0.68% of the portfolio, ranked #42.

WealthTrak Capital Management first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q4 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

WealthTrak Capital Management held 8,591 shares of iShares 0-1 Year Treasury Bond ETF worth $948K as of Q1 2026.
WealthTrak Capital Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.68% of WealthTrak Capital Management's portfolio in Q1 2026, its #42 holding.
WealthTrak Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.45M in Q4 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.