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

Laurel Oak Wealth Management’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 		$1.91M Sell
23,306
-3,781
-14% -$311K 0.28% 72
2026
Q1 		$2.24M Buy
27,087
+2,075
+8% +$172K 0.38% 50
2025
Q4 		$2.07M Buy
+25,012
New +$2.07M 0.35% 54

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laurel Oak Wealth Management's SHY Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2026, selling an estimated $311K and leaving 23,306 shares worth $1.91M. The position accounts for 0.28% of the portfolio, ranked #72.

Laurel Oak Wealth Management first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.24M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Laurel Oak Wealth Management held 23,306 shares of iShares 1-3 Year Treasury Bond ETF worth $1.91M as of Q2 2026.
  • Laurel Oak Wealth Management sold 3,781 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $311K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.28% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Laurel Oak Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.24M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.