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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Wedmont Private Capital's SHV Position: Q2 2026 in Review

Wedmont Private Capital held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 2,088 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #863.

Wedmont Private Capital first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $230K in Q2 2024. 289 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Wedmont Private Capital held 2,088 shares of iShares 0-1 Year Treasury Bond ETF worth $230K as of Q2 2026.
  • Wedmont Private Capital left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #863 holding.
  • Wedmont Private Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Wedmont Private Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $230K in Q2 2024.
  • 289 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.