SILVER OAK SECURITIES, INCORPORATED SHY — ISHARES TR

Ownership history in SILVER OAK SECURITIES, INCORPORATED  ·  16 quarters on record

AI Ownership Summary

SILVER OAK SECURITIES, INCORPORATED reported ISHARES TR (SHY) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.03% in 2025 Q2. The latest visible filing shows SHY at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVER OAK SECURITIES, INCORPORATED's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHY was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHY stock page SILVER OAK SECURITIES, INCORPORATED fund profile SILVER OAK SECURITIES, INCORPORATED full holdings
How SILVER OAK SECURITIES, INCORPORATED held SHY — position size vs. price
% of Fund (quarterly)    SHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 101,859 +8,480 +9.1% 0.61% $8.4M 2026-04-20 $82.36
2025 Q4 REDUCED 40.1% +0.3% ❌ 93,379 -62,552 -40.1% 0.52% $7.7M 2026-01-15 $81.85
2025 Q3 ADDED — — — 155,931 +2,832 +1.8% 0.97% $12.9M 2025-10-21 $81.40
2025 Q2 ADDED — — — 153,099 +78,170 +104.3% 1.03% $12.7M 2025-07-11 $79.98
2024 Q4 ADDED — — — 74,929 +70,132 +1462.0% 0.57% $6.1M 2025-01-27 $78.27
2024 Q3 REDUCED 11.7% -0.1% ✅ 4,797 -633 -11.7% 0.04% $354K 2024-10-23 $77.62
2024 Q2 REDUCED 39.9% +2.9% ❌ 5,430 -3,599 -39.9% 0.07% $443K 2024-07-12 $76.42
2024 Q1 ADDED — — — 9,029 +2,660 +41.8% 0.11% $738K 2024-05-10 $75.30
2023 Q4 REDUCED 41.8% +0.1% ❌ 6,369 -4,578 -41.8% 0.07% $523K 2024-02-05 $75.03
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHY

As of 2026 Q1 — sorted by position size

McElhenny Sheffield Capital Management, LLC 3Y 21.8% Innova Wealth Partners 3Y 12.43% TFC Financial Management, Inc. 3Y 10.08% Mader & Shannon Wealth Management, Inc. 3Y 7Y 9.61% Elevate Capital Advisors, LLC 9.45% HERITAGE OAK WEALTH ADVISORS LLC 8.11% LWM ADVISORS INC 7.69% Global Trust Asset Management, LLC 3Y 7Y 6.4% American Wealth Advisors, LLC 6.38% Tanglewood Wealth Management, Inc. 3Y 7Y 6.38%

FAQ About SILVER OAK SECURITIES, INCORPORATED and SHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has SILVER OAK SECURITIES, INCORPORATED reported owning SHY?

SILVER OAK SECURITIES, INCORPORATED reported SHY across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SHY position in SILVER OAK SECURITIES, INCORPORATED's portfolio?

The largest reported portfolio weight for SHY was 1.03% in 2025 Q2.

What is the latest reported SHY position on this page?

The most recent filing on this page is 2026 Q1, when SILVER OAK SECURITIES, INCORPORATED reported 101,859 shares, equal to 0.61% of portfolio, with an estimated market value of $8.4M.

What does the chart on this SHY ownership page compare?

The chart compares SILVER OAK SECURITIES, INCORPORATED's quarterly SHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SILVER OAK SECURITIES, INCORPORATED time their SHY position?

Based on 13F filing dates vs. subsequent SHY price moves, SILVER OAK SECURITIES, INCORPORATED correctly timed 8 out of 14 reported position changes (57%).

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