Live Oak Private Wealth
SHY icon

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

Live Oak Private Wealth’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
Q3 		$609K Hold
7,503
– – 0.07% 129
2026
Q2 		$616K Buy
7,503
+1,319
+21% +$108K 0.08% 132
2026
Q1 		$511K Hold
6,184
– – 0.07% 133
2025
Q4 		$512K Buy
6,184
+44
+0.7% +$3.65K 0.07% 131
2025
Q3 		$509K Sell
6,140
-473
-7% -$39.1K 0.07% 130
2025
Q2 		$548K Buy
6,613
+123
+2% +$10.2K 0.08% 125
2025
Q1 		$537K Sell
6,490
-41
-0.6% -$3.37K 0.09% 125
2024
Q4 		$535K Sell
6,531
-87
-1% -$7.15K 0.09% 121
2024
Q3 		$550K Sell
6,618
-2
-0% -$165 0.09% 117
2024
Q2 		$541K Buy
6,620
+86
+1% +$7K 0.09% 116
2024
Q1 		$534K Buy
6,534
+1,459
+29% +$119K 0.09% 111
2023
Q4 		$416K Buy
5,075
+76
+2% +$6.18K 0.08% 115
2023
Q3 		$405K Buy
4,999
+455
+10% +$36.8K 0.09% 111
2023
Q2 		$368K Buy
4,544
+1,766
+64% +$144K 0.07% 117
2023
Q1 		$228K Sell
2,778
-26,489
-91% -$2.16M 0.05% 147
2022
Q4 		$2.38M Sell
29,267
-12,335
-30% -$1M 0.49% 57
2022
Q3 		$3.38M Sell
41,602
-7,474
-15% -$615K 0.76% 52
2022
Q2 		$4.06M Sell
49,076
-1,023
-2% -$84.9K 0.86% 49
2022
Q1 		$4.18M Sell
50,099
-147
-0.3% -$12.4K 0.81% 51
2021
Q4 		$4.3M Sell
50,246
-934
-2% -$80.1K 0.8% 51
2021
Q3 		$4.41M Buy
51,180
+8
+0% +$690 0.9% 49
2021
Q2 		$4.41M Buy
51,172
+3,162
+7% +$273K 0.97% 44
2021
Q1 		$4.14M Buy
48,010
+5,887
+14% +$508K 1.02% 44
2020
Q4 		$3.64M Sell
42,123
-408
-1% -$35.2K 1.02% 42
2020
Q3 		$3.68M Sell
42,531
-2,289
-5% -$198K 1.26% 36
2020
Q2 		$3.88M Buy
+44,820
New +$3.88M 1.41% 33

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Live Oak Private Wealth's SHY Position: Q3 2026 in Review

Live Oak Private Wealth held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 7,503 shares worth $609K. The position accounts for 0.07% of the portfolio, ranked #129.

Live Oak Private Wealth first reported a position in SHY in Q2 2020 and has held it in 26 quarters since. The position peaked at $4.41M in Q3 2021. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Live Oak Private Wealth held 7,503 shares of iShares 1-3 Year Treasury Bond ETF worth $609K as of Q3 2026.
  • Live Oak Private Wealth left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of Live Oak Private Wealth's portfolio in Q3 2026, its #129 holding.
  • Live Oak Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 26 quarters since.
  • Live Oak Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $4.41M in Q3 2021.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.