Bull Oak Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bull Oak Capital’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	$27.8M	Sell	251,810 -2,324	-0.9%	-$256K	9.26%	4
2026 Q1	$28.1M	Buy	254,134 +32,870	+15%	+$3.62M	10.78%	3
2025 Q4	$24.4M	Buy	221,264 +7,575	+4%	+$835K	9.96%	3
2025 Q3	$23.6M	Sell	213,689 -2,412	-1%	-$266K	10.03%	3
2025 Q2	$23.9M	Buy	216,101 +31,418	+17%	+$3.46M	10.87%	3
2025 Q1	$20.4M	Buy	184,683 +53,963	+41%	+$5.95M	11.12%	4
2024 Q4	$14.4M	Buy	130,720 +98,948	+311%	+$10.9M	8%	4
2024 Q3	$3.51M	Sell	31,772 -43,072	-58%	-$4.75M	2.02%	11
2024 Q2	$8.27M	Sell	74,844 -82,888	-53%	-$9.14M	5.33%	7
2024 Q1	$17.4M	Buy	157,732 +4,004	+3%	+$442K	11.68%	3
2023 Q4	$16.9M	Buy	153,728 +90,246	+142%	+$9.95M	4.35%	6
2023 Q3	$7.01M	Buy	+63,482	New	+$7M	7.67%	5
2023 Q1	–	Sell	-56,249	Closed	-$6.2M	–	28
2022 Q4	$6.18M	Buy	56,249 +18,397	+49%	+$2.02M	5.22%	6
2022 Q3	$4.16M	Buy	+37,852	New	+$4.16M	4.06%	9

Other funds holding SHV

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bull Oak Capital's SHV Position: Q2 2026 in Review

Bull Oak Capital reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.91% in Q2 2026, selling an estimated $256K and leaving 251,810 shares worth $27.8M. The position accounts for 9.26% of the portfolio, ranked #4.

Bull Oak Capital first reported a position in SHV in Q3 2022 and has held it in 14 quarters since. The position peaked at $28.1M in Q1 2026. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Bull Oak Capital held 251,810 shares of iShares 0-1 Year Treasury Bond ETF worth $27.8M as of Q2 2026.
Bull Oak Capital sold 2,324 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $256K.
iShares 0-1 Year Treasury Bond ETF made up 9.26% of Bull Oak Capital's portfolio in Q2 2026, its #4 holding.
Bull Oak Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 14 quarters since.
Bull Oak Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $28.1M in Q1 2026.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.