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

Pacific Point 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 Q1	$1.7M	Hold	20,547	–	–	0.9%	27
2025 Q4	$1.7M	Buy	20,547 +3,863	+23%	+$320K	0.91%	23
2025 Q3	$1.38M	Buy	16,684 +4,220	+34%	+$349K	0.81%	44
2025 Q2	$1.03M	Buy	+12,464	New	+$1.03M	0.56%	49

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pacific Point Advisors's SHY Position: Q1 2026 in Review

Pacific Point Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 20,547 shares worth $1.7M. The position accounts for 0.9% of the portfolio, ranked #27.

Pacific Point Advisors first reported a position in SHY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.7M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Pacific Point Advisors held 20,547 shares of iShares 1-3 Year Treasury Bond ETF worth $1.7M as of Q1 2026.
Pacific Point Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.9% of Pacific Point Advisors's portfolio in Q1 2026, its #27 holding.
Pacific Point Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Pacific Point Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.7M in Q4 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.