BOC
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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
2023
Q3 		– Sell
-62,761
Closed -$6.93M – 94
2023
Q2 		$6.93M Buy
62,761
+5,073
+9% +$559K 5.07% 7
2023
Q1 		$6.37M Buy
+57,688
New +$6.35M 4.93% 7

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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.