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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bull Oak Capital's SHV Position: Q1 2026 in Review

Bull Oak Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 15% in Q1 2026, buying an estimated $3.62M and bringing the position to 254,134 shares worth $28.1M. The position accounts for 10.78% of the portfolio, ranked #3.

Bull Oak Capital first reported a position in SHV in Q3 2022 and has held it in 13 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Bull Oak Capital held 254,134 shares of iShares 0-1 Year Treasury Bond ETF worth $28.1M as of Q1 2026.
  • Bull Oak Capital bought 32,870 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.62M.
  • iShares 0-1 Year Treasury Bond ETF made up 10.78% of Bull Oak Capital's portfolio in Q1 2026, its #3 holding.
  • Bull Oak Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.