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 Q2	$298K	Hold	3,630	–	–	0.02%	131
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 New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oak Associates's SHY Position: Q2 2026 in Review

Oak Associates held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 3,630 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #131.

Oak Associates first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.52M in Q2 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Oak Associates held 3,630 shares of iShares 1-3 Year Treasury Bond ETF worth $298K as of Q2 2026.
Oak Associates left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Oak Associates's portfolio in Q2 2026, its #131 holding.
Oak Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Oak Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $2.52M in Q2 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.