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SkyOak Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SkyOak Wealth’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 		$689K Hold
8,386
– – 0.11% 113
2026
Q1 		$692K Hold
8,386
– – 0.13% 104
2025
Q4 		$695K Buy
8,386
+856
+11% +$71K 0.12% 106
2025
Q3 		$625K Hold
7,530
– – 0.12% 108
2025
Q2 		$624K Hold
7,530
– – 0.13% 103
2025
Q1 		$623K Hold
7,530
– – 0.14% 98
2024
Q4 		$617K Sell
7,530
-288
-4% -$23.7K 0.13% 100
2024
Q3 		$650K Sell
7,818
-85
-1% -$7.01K 0.14% 95
2024
Q2 		$645K Sell
7,903
-795
-9% -$64.7K 0.15% 96
2024
Q1 		$711K Sell
8,698
-707
-8% -$57.9K 0.17% 94
2023
Q4 		$772K Hold
9,405
– – 0.2% 88
2023
Q3 		$762K Sell
9,405
-509
-5% -$41.2K 0.22% 85
2023
Q2 		$804K Sell
9,914
-1,562
-14% -$128K 0.23% 85
2023
Q1 		$943K Sell
11,476
-2,754
-19% -$224K 0.29% 76
2022
Q4 		$1.16M Sell
14,230
-5,557
-28% -$451K 0.39% 64
2022
Q3 		$1.61M Sell
19,787
-28,543
-59% -$2.35M 0.58% 49
2022
Q2 		$4M Buy
48,330
+248
+0.5% +$20.6K 1.37% 19
2022
Q1 		$4.01M Buy
48,082
+42,514
+764% +$3.59M 1.11% 26
2021
Q4 		$476K Hold
5,568
– – 0.12% 138
2021
Q3 		$480K Sell
5,568
-5
-0.1% -$431 0.13% 134
2021
Q2 		$480K Hold
5,573
– – 0.13% 133
2021
Q1 		$481K Sell
5,573
-1,098
-16% -$94.8K 0.13% 133
2020
Q4 		$576K Sell
6,671
-203
-3% -$17.5K 0.18% 122
2020
Q3 		$595K Sell
6,874
-1,480
-18% -$128K 0.21% 109
2020
Q2 		$724K Sell
8,354
-3,311
-28% -$287K 0.27% 92
2020
Q1 		$1.01M Buy
11,665
+4,470
+62% +$382K 0.52% 46
2019
Q4 		$609K Buy
+7,195
New +$610K 0.19% 126

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SkyOak Wealth's SHY Position: Q2 2026 in Review

SkyOak Wealth held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 8,386 shares worth $689K. The position accounts for 0.11% of the portfolio, ranked #113.

SkyOak Wealth first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.01M in Q1 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • SkyOak Wealth held 8,386 shares of iShares 1-3 Year Treasury Bond ETF worth $689K as of Q2 2026.
  • SkyOak Wealth left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of SkyOak Wealth's portfolio in Q2 2026, its #113 holding.
  • SkyOak Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $4.01M in Q1 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.