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Silver Oak Securities’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Silver Oak Securities’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
Q1 		$8.41M Buy
101,859
+8,480
+9% +$702K 0.61% 37
2025
Q4 		$7.74M Sell
93,379
-62,552
-40% -$5.19M 0.52% 42
2025
Q3 		$12.9M Buy
155,931
+2,832
+2% +$234K 0.97% 19
2025
Q2 		$12.7M Buy
153,099
+74,972
+96% +$6.19M 1.03% 16
2025
Q1 		$6.46M Buy
78,127
+3,198
+4% +$263K 0.59% 36
2024
Q4 		$6.14M Buy
74,929
+70,132
+1,462% +$5.77M 0.57% 37
2024
Q3 		$354K Sell
4,797
-633
-12% -$52.2K 0.04% 395
2024
Q2 		$443K Sell
5,430
-3,599
-40% -$293K 0.07% 238
2024
Q1 		$738K Buy
9,029
+2,660
+42% +$218K 0.11% 180
2023
Q4 		$523K Buy
6,369
+4,351
+216% +$354K 0.07% 265
2023
Q3 		$163K Sell
2,018
-8,929
-82% -$723K 0.04% 317
2023
Q2 		$888K Buy
10,947
+3,037
+38% +$248K 0.14% 149
2023
Q1 		$652K Sell
7,910
-4,123
-34% -$336K 0.11% 158
2022
Q4 		$977K Buy
12,033
+10,015
+496% +$813K 0.18% 92
2022
Q3 		$163K Sell
2,018
-4,084
-67% -$336K 0.04% 317
2022
Q2 		$506K Buy
6,102
+2,567
+73% +$213K 0.11% 126
2022
Q1 		$294K Buy
+3,535
New +$299K 0.06% 237

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Silver Oak Securities's SHY Position: Q1 2026 in Review

Silver Oak Securities increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.1% in Q1 2026, buying an estimated $702K and bringing the position to 101,859 shares worth $8.41M. The position accounts for 0.61% of the portfolio, ranked #37.

Silver Oak Securities first reported a position in SHY in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.9M in Q3 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Silver Oak Securities held 101,859 shares of iShares 1-3 Year Treasury Bond ETF worth $8.41M as of Q1 2026.
  • Silver Oak Securities bought 8,480 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $702K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.61% of Silver Oak Securities's portfolio in Q1 2026, its #37 holding.
  • Silver Oak Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's iShares 1-3 Year Treasury Bond ETF position peaked at $12.9M in Q3 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.