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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
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 $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Oak Harbor Wealth Partners held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 2,299 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #194.

Oak Harbor Wealth Partners first reported a position in SHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $433K in Q1 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Oak Harbor Wealth Partners held 2,299 shares of iShares 1-3 Year Treasury Bond ETF worth $190K as of Q1 2026.
  • Oak Harbor Wealth Partners left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #194 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 18 quarters since.
  • Oak Harbor Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $433K in Q1 2023.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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