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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Harbor Wealth Partners's SHV Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 3 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Oak Harbor Wealth Partners first reported a position in SHV in Q4 2022 and has held it in 14 quarters since. The position peaked at $200K in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Oak Harbor Wealth Partners held 3 shares of iShares 0-1 Year Treasury Bond ETF worth $331 as of Q1 2026.
Oak Harbor Wealth Partners left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #277 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 14 quarters since.
Oak Harbor Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $200K in Q1 2023.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.