Pacific Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.12M | Buy |
25,661
+240
| +0.9% | +$19.9K | 1.14% | 24 |
|
|
2025
Q4 | $2.11M | Buy |
25,421
+4,419
| +21% | +$366K | 1.17% | 25 |
|
|
2025
Q3 | $1.74M | Buy |
21,002
+416
| +2% | +$34.4K | 1.29% | 18 |
|
|
2025
Q2 | $1.71M | Sell |
20,586
-2,712
| -12% | -$224K | 1.33% | 18 |
|
|
2025
Q1 | $1.93M | Sell |
23,298
-2,464
| -10% | -$203K | 1.56% | 16 |
|
|
2024
Q4 | $2.11M | Buy |
25,762
+231
| +0.9% | +$19K | 1.57% | 16 |
|
|
2024
Q3 | $2.12M | Sell |
25,531
-1,445
| -5% | -$119K | 1.56% | 16 |
|
|
2024
Q2 | $2.2M | Sell |
26,976
-1,800
| -6% | -$146K | 1.56% | 15 |
|
|
2024
Q1 | $2.35M | Sell |
28,776
-2,000
| -6% | -$164K | 1.62% | 15 |
|
|
2023
Q4 | $2.52M | Buy |
30,776
+2,816
| +10% | +$229K | 1.88% | 15 |
|
|
2023
Q3 | $2.26M | Sell |
27,960
-117,885
| -81% | -$9.55M | 1.48% | 21 |
|
|
2023
Q2 | $11.8M | Buy |
145,845
+119,799
| +460% | +$9.8M | 7.75% | 3 |
|
|
2023
Q1 | $2.14M | Buy |
26,046
+246
| +1% | +$20.1K | 1.61% | 17 |
|
|
2022
Q4 | $2.09M | Buy |
25,800
+187
| +0.7% | +$15.2K | 1.57% | 17 |
|
|
2022
Q3 | $2.08M | Sell |
25,613
-2,577
| -9% | -$212K | 1.86% | 16 |
|
|
2022
Q2 | $2.33M | Sell |
28,190
-2,170
| -7% | -$180K | 1.73% | 19 |
|
|
2022
Q1 | $2.53M | Buy |
30,360
+638
| +2% | +$53.9K | 1.65% | 15 |
|
|
2021
Q4 | $2.53M | Buy |
29,722
+331
| +1% | +$28.4K | 1.66% | 19 |
|
|
2021
Q3 | $2.53M | Buy |
29,391
+2,003
| +7% | +$173K | 1.81% | 20 |
|
|
2021
Q2 | $2.36M | Buy |
27,388
+2,559
| +10% | +$221K | 1.63% | 17 |
|
|
2021
Q1 | $2.14M | Buy |
24,829
+3,919
| +19% | +$338K | 1.73% | 16 |
|
|
2020
Q4 | $1.81M | Buy |
20,910
+1,078
| +5% | +$93.1K | 1.6% | 20 |
|
|
2020
Q3 | $1.72M | Sell |
19,832
-47,444
| -71% | -$4.11M | 1.35% | 25 |
|
|
2020
Q2 | $5.83M | Sell |
67,276
-354
| -0.5% | -$30.7K | 6.07% | 3 |
|
|
2020
Q1 | $5.86M | Sell |
67,630
-156,834
| -70% | -$13.4M | 6.05% | 3 |
|
|
2019
Q4 | $19M | Sell |
224,464
-3,950
| -2% | -$335K | 1.87% | 17 |
|
|
2019
Q3 | $19.4M | Buy |
228,414
+12,079
| +6% | +$1.02M | 2.1% | 15 |
|
|
2019
Q2 | $18.2M | Buy |
216,335
+2,066
| +1% | +$174K | 2.2% | 14 |
|
|
2019
Q1 | $18M | Buy |
214,269
+207,490
| +3,061% | +$17.4M | 2.2% | 14 |
|
|
2018
Q4 | $567K | Buy |
+6,779
| New | +$563K | 0.09% | 48 |
|
|
2016
Q2 | $605K | Buy |
+7,092
| New | +$603K | 1.08% | 30 |
|
|
2015
Q4 | $192K | Sell |
2,276
-989
| -30% | -$83.8K | 0.36% | 42 |
|
|
2015
Q3 | $277K | Buy |
+3,265
| New | +$277K | 0.36% | 46 |
|
Other funds holding SHY
Pacific Financial Group's SHY Position: Q1 2026 in Review
Pacific Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.94% in Q1 2026, buying an estimated $19.9K and bringing the position to 25,661 shares worth $2.12M. The position accounts for 1.14% of the portfolio, ranked #24.
Pacific Financial Group first reported a position in SHY in Q3 2015 and has held it in 33 quarters since. The position peaked at $19.4M in Q3 2019. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Pacific Financial Group held 25,661 shares of iShares 1-3 Year Treasury Bond ETF worth $2.12M as of Q1 2026.
- Pacific Financial Group bought 240 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $19.9K.
- iShares 1-3 Year Treasury Bond ETF made up 1.14% of Pacific Financial Group's portfolio in Q1 2026, its #24 holding.
- Pacific Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and has held it in 33 quarters since.
- Pacific Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $19.4M in Q3 2019.
- 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.