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

Oak Wealth Advisors’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
2025
Q1 		– Sell
-3,850
Closed -$316K – 58
2024
Q4 		$316K Buy
+3,850
New +$316K 0.24% 48

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oak Wealth Advisors's SHY Position: Q1 2025 in Review

Oak Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 3,850 shares — an estimated $316K sold.

Oak Wealth Advisors first reported a position in SHY in Q4 2024 and held it in 1 quarter. The position peaked at $316K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Oak Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Oak Wealth Advisors sold 3,850 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $316K.
  • Oak Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Oak Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $316K in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Oak Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.