Western Wealth Management
SHV icon

Western Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Western Wealth 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
Q3 		$5.41M Sell
9,002
-10,406
-54% -$1.15M 0.18% 113
2026
Q2 		$2.14M Sell
19,408
-4,684
-19% -$516K 0.07% 286
2026
Q1 		$2.66M Buy
24,092
+19,421
+416% +$2.14M 0.1% 223
2025
Q4 		$514K Buy
4,671
+667
+17% +$73.5K 0.02% 511
2025
Q3 		$442K Buy
4,004
+50
+1% +$5.51K 0.02% 474
2025
Q2 		$437K Sell
3,954
-778
-16% -$85.8K 0.03% 447
2025
Q1 		$523K Buy
4,732
+1,029
+28% +$113K 0.03% 377
2024
Q4 		$408K Sell
3,703
-1,681
-31% -$185K 0.02% 515
2024
Q3 		$596K Sell
5,384
-442
-8% -$48.8K 0.03% 415
2024
Q2 		$644K Sell
5,826
-59
-1% -$6.51K 0.05% 305
2024
Q1 		$651K Sell
5,885
-1,062
-15% -$117K 0.05% 309
2023
Q4 		$765K Buy
6,947
+383
+6% +$42.2K 0.06% 325
2023
Q3 		$725K Sell
6,564
-356
-5% -$39.2K 0.06% 310
2023
Q2 		$764K Sell
6,920
-190
-3% -$20.9K 0.07% 290
2023
Q1 		$786K Buy
7,110
+391
+6% +$43.1K 0.07% 270
2022
Q4 		$739K Buy
6,719
+3,264
+94% +$359K 0.08% 277
2022
Q3 		$380K Buy
3,455
+3
+0.1% +$330 0.02% 572
2022
Q2 		$380K Buy
3,452
+722
+26% +$79.5K 0.02% 541
2022
Q1 		$300K Buy
+2,730
New +$301K 0.01% 677

Other funds holding SHV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
AdvisorShares Investments
AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Western Wealth Management's SHV Position: Q3 2026 in Review

Western Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 54% in Q3 2026, selling an estimated $1.15M and leaving 9,002 shares worth $5.41M. The position accounts for 0.18% of the portfolio, ranked #113.

Western Wealth Management first reported a position in SHV in Q1 2022 and has held it in 19 quarters since. 522 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Western Wealth Management held 9,002 shares of iShares 0-1 Year Treasury Bond ETF worth $5.41M as of Q3 2026.
  • Western Wealth Management sold 10,406 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.15M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.18% of Western Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Western Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • 522 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.