Oliver Luxxe Assets’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Oliver Luxxe Assets’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	$1.15M	Buy	13,962 +3,652	+35%	+$300K	0.17%	144
2026 Q1	$851K	Buy	10,310 +2,017	+24%	+$167K	0.13%	153
2025 Q4	$687K	Sell	8,293 -3,983	-32%	-$330K	0.1%	148
2025 Q3	$1.02M	Sell	12,276 -1,545	-11%	-$128K	0.16%	143
2025 Q2	$1.15M	Buy	13,821 +340	+3%	+$28.1K	0.2%	136
2025 Q1	$1.12M	Sell	13,481 -3,269	-20%	-$269K	0.21%	141
2024 Q4	$1.38M	Buy	16,750 +8,148	+95%	+$670K	0.12%	158
2024 Q3	$715K	Sell	8,602 -580	-6%	-$47.9K	0.13%	145
2024 Q2	$750K	Buy	9,182 +1,169	+15%	+$95.1K	0.16%	130
2024 Q1	$655K	Sell	8,013 -535	-6%	-$43.8K	0.14%	138
2023 Q4	$701K	Buy	8,548 +1,040	+14%	+$84.5K	0.16%	130
2023 Q3	$608K	Buy	7,508 +819	+12%	+$66.3K	0.16%	125
2023 Q2	$542K	Sell	6,689 -488	-7%	-$39.9K	0.14%	132
2023 Q1	$590K	Buy	7,177 +1,301	+22%	+$106K	0.16%	128
2022 Q4	$477K	Buy	5,876 +1,634	+39%	+$133K	0.13%	133
2022 Q3	$344K	Buy	4,242 +140	+3%	+$11.5K	0.11%	148
2022 Q2	$340K	Sell	4,102 -60	-1%	-$4.98K	0.1%	155
2022 Q1	$347K	Sell	4,162 -1,072	-20%	-$90.6K	0.09%	168
2021 Q4	$448K	Sell	5,234 -1,710	-25%	-$147K	0.11%	140
2021 Q3	$598K	Sell	6,944 -23	-0.3%	-$1.98K	0.16%	115
2021 Q2	$600K	Buy	6,967 +755	+12%	+$65.1K	0.16%	113
2021 Q1	$536K	Sell	6,212 -674	-10%	-$58.2K	0.16%	117
2020 Q4	$595K	Buy	6,886 +913	+15%	+$78.9K	0.19%	112
2020 Q3	$517K	Buy	5,973 +2,212	+59%	+$191K	0.19%	109
2020 Q2	$326K	Sell	3,761 -8,739	-70%	-$757K	0.17%	97
2020 Q1	$1.08M	Buy	12,500 +1,696	+16%	+$145K	0.68%	55
2019 Q4	$914K	Buy	10,804 +1,706	+19%	+$145K	0.48%	68
2019 Q3	$774K	Buy	9,098 +429	+5%	+$36.4K	0.45%	70
2019 Q2	$732K	Sell	8,669 -53	-0.6%	-$4.46K	0.41%	73
2019 Q1	$734K	Buy	8,722 +1,291	+17%	+$108K	0.43%	70
2018 Q4	$621K	Buy	7,431 +701	+10%	+$58.3K	0.42%	68
2018 Q3	$557K	Buy	+6,730	New	+$560K	0.32%	75

Other funds holding SHY

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

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Oliver Luxxe Assets's SHY Position: Q2 2026 in Review

Oliver Luxxe Assets increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 35% in Q2 2026, buying an estimated $300K and bringing the position to 13,962 shares worth $1.15M. The position accounts for 0.17% of the portfolio, ranked #144.

Oliver Luxxe Assets first reported a position in SHY in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.38M in Q4 2024. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Oliver Luxxe Assets held 13,962 shares of iShares 1-3 Year Treasury Bond ETF worth $1.15M as of Q2 2026.
Oliver Luxxe Assets bought 3,652 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $300K.
iShares 1-3 Year Treasury Bond ETF made up 0.17% of Oliver Luxxe Assets's portfolio in Q2 2026, its #144 holding.
Oliver Luxxe Assets first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and has held it in 32 quarters since.
Oliver Luxxe Assets's iShares 1-3 Year Treasury Bond ETF position peaked at $1.38M in Q4 2024.
227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.