Oliver Luxxe Assets’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
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 | Buy |
13,481
+4,879
| +57% | +$401K | 0.21% | 141 |
|
|
2024
Q4 | $715K | Hold |
8,602
| – | – | 0.13% | 144 |
|
|
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
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. 1,210 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.
- 1,210 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.