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

Oxbow 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
2026 Q2	$6.08M	Buy	74,065 +7,712	+12%	+$634K	0.49%	56
2026 Q1	$5.48M	Buy	66,353 +22,614	+52%	+$1.87M	0.47%	59
2025 Q4	$3.62M	Buy	43,739 +36,889	+539%	+$3.06M	0.32%	86
2025 Q3	$568K	Sell	6,850 -2,487	-27%	-$206K	0.05%	143
2025 Q2	$774K	Buy	9,337 +4,648	+99%	+$384K	0.08%	123
2025 Q1	$388K	Sell	4,689 -3,007	-39%	-$247K	0.04%	151
2024 Q4	$631K	Sell	7,696 -150	-2%	-$12.3K	0.07%	128
2024 Q3	$652K	Sell	7,846 -754	-9%	-$62.2K	0.06%	122
2024 Q2	$702K	Buy	8,600 +706	+9%	+$57.4K	0.08%	115
2024 Q1	$646K	Buy	7,894 +344	+5%	+$28.2K	0.09%	107
2023 Q4	$619K	Sell	7,550 -1,094	-13%	-$88.9K	0.09%	112
2023 Q3	$700K	Buy	8,644 +590	+7%	+$47.8K	0.11%	98
2023 Q2	$653K	Sell	8,054 -21,515	-73%	-$1.76M	0.1%	108
2023 Q1	$2.43M	Buy	29,569 +14,648	+98%	+$1.19M	0.43%	44
2022 Q4	$1.21M	Buy	14,921 +5,361	+56%	+$435K	0.23%	74
2022 Q3	$776K	Buy	9,560 +125	+1%	+$10.3K	0.12%	119
2022 Q2	$781K	Buy	+9,435	New	+$783K	0.11%	120
2020 Q1	–	Sell	-360,668	Closed	-$30.5M	–	316
2019 Q4	$30.5M	Buy	+360,668	New	+$30.6M	3.53%	2

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

Oxbow Advisors's SHY Position: Q2 2026 in Review

Oxbow Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, buying an estimated $634K and bringing the position to 74,065 shares worth $6.08M. The position accounts for 0.49% of the portfolio, ranked #56.

Oxbow Advisors first reported a position in SHY in Q4 2019 and has held it in 18 quarters since. The position peaked at $30.5M in Q4 2019. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Oxbow Advisors held 74,065 shares of iShares 1-3 Year Treasury Bond ETF worth $6.08M as of Q2 2026.
Oxbow Advisors bought 7,712 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $634K.
iShares 1-3 Year Treasury Bond ETF made up 0.49% of Oxbow Advisors's portfolio in Q2 2026, its #56 holding.
Oxbow Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 18 quarters since.
Oxbow Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $30.5M in Q4 2019.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.