Oak Harbor Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Oak Harbor Wealth Partners’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	$331	Hold	3	–	–	﹤0.01%	224
2026 Q1	$331	Hold	3	–	–	﹤0.01%	277
2025 Q4	$330	Hold	3	–	–	﹤0.01%	278
2025 Q3	$331	Hold	3	–	–	﹤0.01%	255
2025 Q2	$331	Hold	3	–	–	﹤0.01%	244
2025 Q1	$331	Hold	3	–	–	﹤0.01%	246
2024 Q4	$330	Hold	3	–	–	﹤0.01%	224
2024 Q3	$332	Hold	3	–	–	﹤0.01%	217
2024 Q2	$332	Hold	3	–	–	﹤0.01%	217
2024 Q1	$332	Hold	3	–	–	﹤0.01%	229
2023 Q4	$330	Hold	3	–	–	﹤0.01%	228
2023 Q3	$331	Sell	3 -1,807	-100%	-$199K	﹤0.01%	225
2023 Q2	$200K	Hold	1,810	–	–	0.07%	167
2023 Q1	$200K	Buy	1,810 +900	+99%	+$99.1K	0.07%	164
2022 Q4	$100K	Buy	+910	New	+$100K	0.04%	171

Other funds holding SHV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oak Harbor Wealth Partners's SHV Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 3 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Oak Harbor Wealth Partners first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $200K in Q1 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Oak Harbor Wealth Partners held 3 shares of iShares 0-1 Year Treasury Bond ETF worth $331 as of Q2 2026.
Oak Harbor Wealth Partners left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #224 holding.
Oak Harbor Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Oak Harbor Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $200K in Q1 2023.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.