WPC
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Wedmont Private Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wedmont Private Capital’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
Q3 		$403K Buy
3,663
+1,575
+75% +$174K 0.01% 660
2026
Q2 		$230K Hold
2,088
– – 0.01% 863
2026
Q1 		$230K Hold
2,088
– – 0.01% 763
2025
Q4 		$230K Hold
2,088
– – 0.01% 736
2025
Q3 		$230K Hold
2,088
– – 0.01% 705
2025
Q2 		$230K Hold
2,088
– – 0.01% 675
2025
Q1 		$230K Hold
2,088
– – 0.01% 600
2024
Q4 		$230K Hold
2,088
– – 0.01% 623
2024
Q3 		$230K Hold
2,088
– – 0.01% 597
2024
Q2 		$230K Hold
2,088
– – 0.01% 573
2024
Q1 		$230K Buy
+2,088
New +$230K 0.02% 528

Other funds holding SHV

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Wedmont Private Capital's SHV Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 75% in Q3 2026, buying an estimated $174K and bringing the position to 3,663 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #660.

Wedmont Private Capital first reported a position in SHV in Q1 2024 and has held it in 11 quarters since. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Wedmont Private Capital held 3,663 shares of iShares 0-1 Year Treasury Bond ETF worth $403K as of Q3 2026.
  • Wedmont Private Capital bought 1,575 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $174K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #660 holding.
  • Wedmont Private Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.