SOS
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Silver Oak Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Silver Oak Securities’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Buy
12,009
+1,536
+15% +$169K 0.08% 235
2026
Q1 		$1.16M Sell
10,473
-430
-4% -$47.4K 0.08% 230
2025
Q4 		$1.2M Buy
10,903
+2,674
+32% +$295K 0.08% 245
2025
Q3 		$909K Buy
8,229
+811
+11% +$89.4K 0.07% 287
2025
Q2 		$819K Sell
7,418
-155
-2% -$17.1K 0.07% 298
2025
Q1 		$836K Buy
7,573
+548
+8% +$60.4K 0.08% 271
2024
Q4 		$773K Buy
7,025
+1,931
+38% +$213K 0.07% 283
2024
Q3 		$564K Buy
5,094
+4,275
+522% +$472K 0.06% 310
2024
Q2 		$90.5K Sell
819
-30
-4% -$3.31K 0.01% 432
2024
Q1 		$93.8K Sell
849
-1,671
-66% -$184K 0.01% 426
2023
Q4 		$278K Buy
2,520
+1,788
+244% +$197K 0.04% 391
2023
Q3 		$80.9K Buy
+732
New +$80.7K 0.02% 351
2022
Q4 		– Sell
-732
Closed -$80.9K – 456
2022
Q3 		$80.9K Buy
+732
New +$80.5K 0.02% 351

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Silver Oak Securities's SHV Position: Q2 2026 in Review

Silver Oak Securities increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 15% in Q2 2026, buying an estimated $169K and bringing the position to 12,009 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #235.

Silver Oak Securities first reported a position in SHV in Q3 2022 and has held it in 13 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Silver Oak Securities held 12,009 shares of iShares 0-1 Year Treasury Bond ETF worth $1.33M as of Q2 2026.
  • Silver Oak Securities bought 1,536 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $169K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Silver Oak Securities's portfolio in Q2 2026, its #235 holding.
  • Silver Oak Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.