Oakworth Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Oakworth Capital’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	–	Sell	-100	Closed	-$8.26K	–	953
2026 Q1	$8.26K	Hold	100	–	–	﹤0.01%	684
2025 Q4	$8.28K	Hold	100	–	–	﹤0.01%	678
2025 Q3	$8.3K	Buy	+100	New	+$8.27K	﹤0.01%	641
2024 Q4	–	Sell	-300	Closed	-$24.9K	–	683
2024 Q3	$24.9K	Hold	300	–	–	﹤0.01%	434
2024 Q2	$24.5K	Hold	300	–	–	﹤0.01%	423
2024 Q1	$24.5K	Hold	300	–	–	﹤0.01%	402
2023 Q4	$24.6K	Hold	300	–	–	﹤0.01%	398
2023 Q3	$24.3K	Hold	300	–	–	﹤0.01%	371
2023 Q2	$24.3K	Hold	300	–	–	﹤0.01%	370
2023 Q1	$24.6K	Hold	300	–	–	﹤0.01%	360
2022 Q4	$24.4K	Sell	300 -300	-50%	-$24.3K	﹤0.01%	346
2022 Q3	$49K	Hold	600	–	–	0.01%	297
2022 Q2	$50K	Hold	600	–	–	0.01%	298
2022 Q1	$50K	Hold	600	–	–	﹤0.01%	306
2021 Q4	$51K	Hold	600	–	–	﹤0.01%	331
2021 Q3	$52K	Hold	600	–	–	0.01%	312
2021 Q2	$52K	Hold	600	–	–	0.01%	310
2021 Q1	$52K	Hold	600	–	–	0.01%	301
2020 Q4	$52K	Hold	600	–	–	0.01%	276
2020 Q3	$52K	Sell	600 -225	-27%	-$19.5K	0.01%	267
2020 Q2	$71K	Buy	825 +225	+38%	+$19.5K	0.01%	237
2020 Q1	$52K	Hold	600	–	–	0.01%	245
2019 Q4	$51K	Hold	600	–	–	0.01%	285
2019 Q3	$51K	Hold	600	–	–	0.01%	286
2019 Q2	$51K	Hold	600	–	–	0.01%	317
2019 Q1	$50K	Hold	600	–	–	0.01%	304
2018 Q4	$50K	Hold	600	–	–	0.01%	289
2018 Q3	$50K	Hold	600	–	–	0.01%	298
2018 Q2	$50K	Hold	600	–	–	0.01%	298
2018 Q1	$50K	Sell	600 -100	-14%	-$8.36K	0.01%	283
2017 Q4	$59K	Hold	700	–	–	0.01%	270
2017 Q3	$59K	Hold	700	–	–	0.02%	275
2017 Q2	$59K	Hold	700	–	–	0.02%	269
2017 Q1	$59K	Hold	700	–	–	0.02%	259
2016 Q4	$59K	Hold	700	–	–	0.02%	250
2016 Q3	$60K	Hold	700	–	–	0.02%	233
2016 Q2	$59K	Hold	700	–	–	0.02%	234
2016 Q1	$60K	Buy	700 +100	+17%	+$8.48K	0.02%	195
2015 Q4	$51K	Hold	600	–	–	0.02%	192
2015 Q3	$51K	Hold	600	–	–	0.03%	151
2015 Q2	$51K	Hold	600	–	–	0.02%	159
2015 Q1	$51K	Hold	600	–	–	0.02%	188
2014 Q4	$51K	Hold	600	–	–	0.03%	181
2014 Q3	$51K	Hold	600	–	–	0.03%	133
2014 Q2	$51K	Hold	600	–	–	0.03%	134
2014 Q1	$51K	Hold	600	–	–	0.03%	132
2013 Q4	$51K	Buy	+600	New	+$50.7K	0.04%	122

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Oakworth Capital's SHY Position: Q2 2026 in Review

Oakworth Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 100 shares — an estimated $8.26K sold.

Oakworth Capital first reported a position in SHY in Q4 2013 and held it in 47 quarters. The position peaked at $71K in Q2 2020. 412 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Oakworth Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Oakworth Capital sold 100 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.26K.
Oakworth Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 47 quarters.
Oakworth Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $71K in Q2 2020.
412 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.