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Oak Harbor Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Oak Harbor Wealth Partners’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 		$25K Sell
304
-1,995
-87% -$164K 0.01% 186
2026
Q1 		$190K Hold
2,299
– – 0.04% 194
2025
Q4 		$190K Hold
2,299
– – 0.05% 196
2025
Q3 		$191K Sell
2,299
-581
-20% -$48.1K 0.05% 196
2025
Q2 		$239K Sell
2,880
-1,100
-28% -$90.8K 0.06% 177
2025
Q1 		$329K Sell
3,980
-1,047
-21% -$86.1K 0.09% 158
2024
Q4 		$412K Sell
5,027
-151
-3% -$12.4K 0.12% 124
2024
Q3 		$431K Buy
5,178
+1,098
+27% +$90.6K 0.12% 123
2024
Q2 		$333K Buy
4,080
+98
+2% +$7.97K 0.1% 129
2024
Q1 		$326K Buy
3,982
+204
+5% +$16.7K 0.1% 129
2023
Q4 		$310K Buy
3,778
+166
+5% +$13.5K 0.1% 132
2023
Q3 		$292K Sell
3,612
-1,671
-32% -$135K 0.1% 131
2023
Q2 		$428K Buy
5,283
+17
+0.3% +$1.39K 0.15% 121
2023
Q1 		$433K Buy
5,266
+2,909
+123% +$237K 0.16% 121
2022
Q4 		$191K Hold
2,357
– – 0.07% 158
2022
Q3 		$191K Buy
2,357
+934
+66% +$76.9K 0.07% 147
2022
Q2 		$118K Sell
1,423
-595
-29% -$49.4K 0.05% 160
2022
Q1 		$168K Buy
2,018
+204
+11% +$17.2K 0.06% 167
2021
Q4 		$155K Buy
+1,814
New +$156K 0.05% 174

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Oak Harbor Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 87% in Q2 2026, selling an estimated $164K and leaving 304 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #186.

Oak Harbor Wealth Partners first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $433K in Q1 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Oak Harbor Wealth Partners held 304 shares of iShares 1-3 Year Treasury Bond ETF worth $25K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 1,995 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $164K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #186 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $433K in Q1 2023.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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