Oakmont Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Oakmont Advisory Group’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	$83.3K	Buy	+1,015	New	+$83.5K	0.07%	152

Other funds holding SHY

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Oakmont Advisory Group's SHY Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 1,015 shares worth $83.3K. The stake represents 0.07% of the portfolio and ranks #152 among its holdings.

1,203 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Oakmont Advisory Group held 1,015 shares of iShares 1-3 Year Treasury Bond ETF worth $83.3K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Oakmont Advisory Group position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Oakmont Advisory Group's portfolio in Q2 2026, its #152 holding.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.