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 Q2	$202K	Sell	1,833 -127	-6%	-$14K	0.12%	40
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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Silver Oak Wealth Advisors Services's SHV Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.5% in Q2 2026, selling an estimated $14K and leaving 1,833 shares worth $202K. The position accounts for 0.12% of the portfolio, ranked #40.

Silver Oak Wealth Advisors Services first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $484K in Q4 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Silver Oak Wealth Advisors Services held 1,833 shares of iShares 0-1 Year Treasury Bond ETF worth $202K as of Q2 2026.
Silver Oak Wealth Advisors Services sold 127 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $14K.
iShares 0-1 Year Treasury Bond ETF made up 0.12% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #40 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 6 quarters since.
Silver Oak Wealth Advisors Services's iShares 0-1 Year Treasury Bond ETF position peaked at $484K in Q4 2024.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.