Heritage Oak Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Heritage Oak Wealth Advisors’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
2026 Q2	–	Sell	-309,201	Closed	-$25.5M	–	109
2026 Q1	$25.5M	Buy	+309,201	New	+$25.6M	8.11%	3
2025 Q3	–	Sell	-7,702	Closed	-$638K	–	88
2025 Q2	$638K	Buy	+7,702	New	+$636K	0.25%	40
2025 Q1	–	Sell	-2,653	Closed	-$217K	–	85
2024 Q4	$217K	Sell	2,653 -1,537	-37%	-$126K	0.1%	69
2024 Q3	$348K	Buy	4,190 +178	+4%	+$14.7K	0.16%	95
2024 Q2	$328K	Buy	+4,012	New	+$326K	0.17%	79

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Heritage Oak Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 309,201 shares — an estimated $25.5M sold.

Heritage Oak Wealth Advisors first reported a position in SHY in Q2 2024 and held it in 5 quarters. The position peaked at $25.5M in Q1 2026. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Heritage Oak Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 309,201 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $25.5M.
Heritage Oak Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 5 quarters.
Heritage Oak Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $25.5M in Q1 2026.
409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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