PCFFS
SHY icon

Pacific Center for Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pacific Center for Financial Services’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 		$401K Buy
4,880
+2,441
+100% +$201K 0.09% 68
2026
Q1 		$201K Buy
2,439
+6
+0.2% +$497 0.05% 95
2025
Q4 		$202K Hold
2,433
– – 0.05% 100
2025
Q3 		$202K Buy
2,433
+325
+15% +$26.9K 0.05% 100
2025
Q2 		$175K Hold
2,108
– – 0.05% 104
2025
Q1 		$174K Hold
2,108
– – 0.05% 105
2024
Q4 		$173K Hold
2,108
– – 0.04% 99
2024
Q3 		$175K Hold
2,108
– – 0.05% 101
2024
Q2 		$172K Hold
2,108
– – 0.05% 97
2024
Q1 		$172K Hold
2,108
– – 0.05% 99
2023
Q4 		$173K Hold
2,108
– – 0.05% 89
2023
Q3 		$171K Sell
2,108
-2,948
-58% -$239K 0.06% 85
2023
Q2 		$410K Sell
5,056
-100
-2% -$8.18K 0.13% 49
2023
Q1 		$424K Buy
+5,156
New +$420K 0.15% 48
2022
Q3 		$526K Buy
6,478
+6,226
+2,471% +$512K 0.21% 34
2022
Q2 		$21K Buy
252
+188
+294% +$15.6K 0.01% 226
2022
Q1 		$5K Hold
64
– – ﹤0.01% 323
2021
Q4 		$5K Hold
64
– – ﹤0.01% 325
2021
Q3 		$6K Buy
+64
New +$5.52K ﹤0.01% 319

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

Pacific Center for Financial Services's SHY Position: Q2 2026 in Review

Pacific Center for Financial Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 100% in Q2 2026, buying an estimated $201K and bringing the position to 4,880 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #68.

Pacific Center for Financial Services first reported a position in SHY in Q3 2021 and has held it in 19 quarters since. The position peaked at $526K in Q3 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Pacific Center for Financial Services held 4,880 shares of iShares 1-3 Year Treasury Bond ETF worth $401K as of Q2 2026.
  • Pacific Center for Financial Services bought 2,441 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $201K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.09% of Pacific Center for Financial Services's portfolio in Q2 2026, its #68 holding.
  • Pacific Center for Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Pacific Center for Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $526K in Q3 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.