Wolff Wiese Magana’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wolff Wiese Magana’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	$332	Hold	3	–	–	﹤0.01%	991
2026 Q1	$332	Hold	3	–	–	﹤0.01%	944
2025 Q4	$331	Hold	3	–	–	﹤0.01%	904
2025 Q3	$332	Hold	3	–	–	﹤0.01%	915
2025 Q2	$332	Hold	3	–	–	﹤0.01%	932
2025 Q1	$332	Buy	+3	New	+$331	﹤0.01%	943
2023 Q1	–	Sell	-18	Closed	-$1.98K	–	815
2022 Q4	$1.98K	Buy	+18	New	+$1.98K	﹤0.01%	502

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

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

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Wolff Wiese Magana's SHV Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 3 shares worth $332. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Wolff Wiese Magana first reported a position in SHV in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.98K in Q4 2022. 271 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Wolff Wiese Magana held 3 shares of iShares 0-1 Year Treasury Bond ETF worth $332 as of Q2 2026.
Wolff Wiese Magana 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 Wolff Wiese Magana's portfolio in Q2 2026, its #991 holding.
Wolff Wiese Magana first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 7 quarters since.
Wolff Wiese Magana's iShares 0-1 Year Treasury Bond ETF position peaked at $1.98K in Q4 2022.
271 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.