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Pacific Excel Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pacific Excel Wealth Advisors’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 		– Sell
-6,113
Closed -$505K – 303
2026
Q1 		$505K Buy
6,113
+1,226
+25% +$101K 0.53% 68
2025
Q4 		$405K Buy
+4,887
New +$405K 0.76% 54

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 Excel Wealth Advisors's SHY Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 6,113 shares — an estimated $505K sold.

Pacific Excel Wealth Advisors first reported a position in SHY in Q4 2025 and held it in 2 quarters. The position peaked at $505K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 6,113 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $505K.
  • Pacific Excel Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $505K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.