Silver Oak Wealth Advisors Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Silver Oak Wealth Advisors Services’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 Q1	$216K	Buy	+1,960	New	+$216K	0.14%	37
2025 Q4	–	Sell	-1,815	Closed	-$201K	–	37
2025 Q3	$201K	Sell	1,815 -590	-25%	-$65.1K	0.13%	37
2025 Q2	$266K	Buy	2,405 +69	+3%	+$7.61K	0.19%	31
2025 Q1	$258K	Sell	2,336 -2,062	-47%	-$227K	0.23%	28
2024 Q4	$484K	Buy	+4,398	New	+$485K	0.42%	23

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Silver Oak Wealth Advisors Services's SHV Position: Q1 2026 in Review

Silver Oak Wealth Advisors Services opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 1,960 shares worth $216K. The stake represents 0.14% of the portfolio and ranks #37 among its holdings. This is a return to the name: Silver Oak Wealth Advisors Services previously reported a position in SHV as recently as Q3 2025.

Silver Oak Wealth Advisors Services first reported a position in SHV in Q4 2024 and has held it in 5 quarters since. The position peaked at $484K in Q4 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Silver Oak Wealth Advisors Services held 1,960 shares of iShares 0-1 Year Treasury Bond ETF worth $216K as of Q1 2026.
iShares 0-1 Year Treasury Bond ETF was a new Silver Oak Wealth Advisors Services position in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.14% of Silver Oak Wealth Advisors Services's portfolio in Q1 2026, its #37 holding.
Silver Oak Wealth Advisors Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
Silver Oak Wealth Advisors Services's iShares 0-1 Year Treasury Bond ETF position peaked at $484K in Q4 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q1 2026, filed 29 Apr 2026.