SEC 13F Intelligence

Bosman Wealth Management, LLC / SHV

Bosman Wealth Management, LLC’s Ishares Tr Position

Does Bosman Wealth Management, LLC own Ishares Tr (SHV)? Yes — 14.1K shares worth $2M (+1.37% of its 13F portfolio) as of Q1 2026, down from 14.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
14.1K
% of Portfolio
+1.37%
Quarters Held
4
currently held

Position History SHV

Reported value by quarter
Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.1K$2M+1.37%
Q4 202514.2K$2M+1.28%
Q3 202526.3K$3M+2.25%
Q2 202528.5K$3M+2.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bosman Wealth Management, LLC’s full portfolio or all institutional holders of SHV.