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Oak Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Oak Associates’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 		$300K Sell
3,630
-5,978
-62% -$495K 0.02% 133
2025
Q4 		$796K Buy
9,608
+4,310
+81% +$357K 0.05% 103
2025
Q3 		$440K Sell
5,298
-25,140
-83% -$2.08M 0.03% 116
2025
Q2 		$2.52M Buy
30,438
+3,037
+11% +$251K 0.16% 66
2025
Q1 		$2.27M Buy
+27,401
New +$2.25M 0.17% 69

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

Oak Associates's SHY Position: Q1 2026 in Review

Oak Associates reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 62% in Q1 2026, selling an estimated $495K and leaving 3,630 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #133.

Oak Associates first reported a position in SHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.52M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Oak Associates held 3,630 shares of iShares 1-3 Year Treasury Bond ETF worth $300K as of Q1 2026.
  • Oak Associates sold 5,978 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $495K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Oak Associates's portfolio in Q1 2026, its #133 holding.
  • Oak Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Oak Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $2.52M in Q2 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.