LOPW
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
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 $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Live Oak Private Wealth's SHY Position: Q1 2026 in Review

Live Oak Private Wealth held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 6,184 shares worth $511K. The position accounts for 0.07% of the portfolio, ranked #133.

Live Oak Private Wealth first reported a position in SHY in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.41M in Q3 2021. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Live Oak Private Wealth held 6,184 shares of iShares 1-3 Year Treasury Bond ETF worth $511K as of Q1 2026.
  • Live Oak Private Wealth left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of Live Oak Private Wealth's portfolio in Q1 2026, its #133 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 24 quarters since.
  • Live Oak Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $4.41M in Q3 2021.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.