Heritage Oak Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Heritage Oak Wealth Advisors’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	$383K	Sell	3,470 -35	-1%	-$3.86K	0.11%	66
2026 Q1	$387K	Sell	3,505 -556	-14%	-$61.3K	0.12%	52
2025 Q4	$447K	Sell	4,061 -74	-2%	-$8.16K	0.17%	53
2025 Q3	$457K	Sell	4,135 -101	-2%	-$11.1K	0.17%	48
2025 Q2	$468K	Sell	4,236 -3	-0.1%	-$331	0.18%	49
2025 Q1	$468K	Sell	4,239 -1,868	-31%	-$206K	0.21%	48
2024 Q4	$672K	Buy	+6,107	New	+$673K	0.32%	35
2024 Q3	–	Sell	-13,263	Closed	-$1.47M	–	205
2024 Q2	$1.47M	Buy	+13,263	New	+$1.46M	0.74%	27

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Heritage Oak Wealth Advisors's SHV Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1% in Q2 2026, selling an estimated $3.86K and leaving 3,470 shares worth $383K. The position accounts for 0.11% of the portfolio, ranked #66.

Heritage Oak Wealth Advisors first reported a position in SHV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q2 2024. 239 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Heritage Oak Wealth Advisors held 3,470 shares of iShares 0-1 Year Treasury Bond ETF worth $383K as of Q2 2026.
Heritage Oak Wealth Advisors sold 35 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.86K.
iShares 0-1 Year Treasury Bond ETF made up 0.11% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Heritage Oak Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Oak Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.47M in Q2 2024.
239 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.