Blue Oak Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Blue Oak Capital’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$319K	Buy	+3,855	New	+$318K	0.17%	56

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blue Oak Capital's SHY Position: Q2 2025 in Review

Blue Oak Capital opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025: 3,855 shares worth $319K. The stake represents 0.17% of the portfolio and ranks #56 among its holdings.

1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Blue Oak Capital held 3,855 shares of iShares 1-3 Year Treasury Bond ETF worth $319K as of Q2 2025.
iShares 1-3 Year Treasury Bond ETF was a new Blue Oak Capital position in Q2 2025.
iShares 1-3 Year Treasury Bond ETF made up 0.17% of Blue Oak Capital's portfolio in Q2 2025, its #56 holding.
1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.