Wick Capital Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wick Capital Partners’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	$1.48M	Buy	13,419 +519	+4%	+$57.2K	0.27%	46
2025 Q4	$1.42M	Sell	12,900 -14,579	-53%	-$1.61M	0.25%	49
2025 Q3	$1.94M	Sell	27,479 -7,342	-21%	-$810K	0.46%	32
2025 Q2	$2.44M	Buy	34,821 +14,623	+72%	+$1.61M	0.63%	26
2025 Q1	$2.23M	Buy	20,198 +2,108	+12%	+$232K	0.67%	22
2024 Q4	$1.99M	Buy	18,090 +4,130	+30%	+$455K	0.59%	23
2024 Q3	$1.54M	Sell	13,960 -195	-1%	-$21.5K	0.5%	22
2024 Q2	$1.56M	Buy	+14,155	New	+$1.56M	0.54%	23
2024 Q1	–	Sell	-7,825	Closed	-$862K	–	59
2023 Q4	$862K	Buy	7,825 +178	+2%	+$19.6K	0.36%	31
2023 Q3	$845K	Buy	+7,647	New	+$843K	0.47%	27
2023 Q2	–	Sell	-6,784	Closed	-$750K	–	62
2023 Q1	$750K	Buy	+6,784	New	+$747K	0.43%	28
2022 Q3	–	Sell	-2,797	Closed	-$308K	–	56
2022 Q2	$308K	Buy	+2,797	New	+$308K	0.22%	41
2022 Q1	–	Sell	-4,345	Closed	-$480K	–	68
2021 Q4	$480K	Buy	+4,345	New	+$480K	0.37%	35

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

Wick Capital Partners's SHV Position: Q1 2026 in Review

Wick Capital Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4% in Q1 2026, buying an estimated $57.2K and bringing the position to 13,419 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #46.

Wick Capital Partners first reported a position in SHV in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.44M in Q2 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Wick Capital Partners held 13,419 shares of iShares 0-1 Year Treasury Bond ETF worth $1.48M as of Q1 2026.
Wick Capital Partners bought 519 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $57.2K.
iShares 0-1 Year Treasury Bond ETF made up 0.27% of Wick Capital Partners's portfolio in Q1 2026, its #46 holding.
Wick Capital Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
Wick Capital Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $2.44M in Q2 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.