OFA
SHV icon

Oak Family Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Oak Family Advisors’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9M Buy
108,288
+17,695
+20% +$1.95M 3.06% 7
2026
Q1 		$10M Buy
90,593
+3,121
+4% +$344K 2.81% 6
2025
Q4 		$9.64M Buy
87,472
+38,963
+80% +$4.3M 2.64% 10
2025
Q3 		$5.36M Sell
48,509
-19,550
-29% -$2.16M 1.34% 26
2025
Q2 		$7.52M Buy
68,059
+43,437
+176% +$4.79M 2.37% 13
2025
Q1 		$2.72M Sell
24,622
-2,170
-8% -$239K 0.92% 34
2024
Q4 		$2.95M Buy
26,792
+4,216
+19% +$465K 1.07% 32
2024
Q3 		$2.5M Buy
22,576
+2,208
+11% +$244K 0.77% 37
2024
Q2 		$2.25M Sell
20,368
-3,304
-14% -$364K 0.77% 35
2024
Q1 		$2.62M Buy
23,672
+11,840
+100% +$1.31M 1.01% 33
2023
Q4 		$1.3M Buy
11,832
+2,888
+32% +$318K 0.55% 49
2023
Q3 		$988K Buy
8,944
+4,035
+82% +$445K 0.47% 47
2023
Q2 		$542K Sell
4,909
-11,215
-70% -$1.24M 0.26% 72
2023
Q1 		$1.78M Sell
16,124
-12,509
-44% -$1.38M 0.88% 33
2022
Q4 		$3.15M Buy
28,633
+25,907
+950% +$2.85M 1.68% 21
2022
Q3 		$300K Sell
2,726
-15,128
-85% -$1.66M 0.16% 91
2022
Q2 		$1.97M Buy
+17,854
New +$1.97M 0.99% 29

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oak Family Advisors's SHV Position: Q2 2026 in Review

Oak Family Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 20% in Q2 2026, buying an estimated $1.95M and bringing the position to 108,288 shares worth $11.9M. The position accounts for 3.06% of the portfolio, ranked #7.

Oak Family Advisors first reported a position in SHV in Q2 2022 and has held it in 17 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Oak Family Advisors held 108,288 shares of iShares 0-1 Year Treasury Bond ETF worth $11.9M as of Q2 2026.
  • Oak Family Advisors bought 17,695 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.95M.
  • iShares 0-1 Year Treasury Bond ETF made up 3.06% of Oak Family Advisors's portfolio in Q2 2026, its #7 holding.
  • Oak Family Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.