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 Q2	$1.56M	Sell	19,030 -1,517	-7%	-$125K	0.71%	47
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 $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pacific Point Advisors's SHY Position: Q2 2026 in Review

Pacific Point Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.4% in Q2 2026, selling an estimated $125K and leaving 19,030 shares worth $1.56M. The position accounts for 0.71% of the portfolio, ranked #47.

Pacific Point Advisors first reported a position in SHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q4 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Pacific Point Advisors held 19,030 shares of iShares 1-3 Year Treasury Bond ETF worth $1.56M as of Q2 2026.
Pacific Point Advisors sold 1,517 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $125K.
iShares 1-3 Year Treasury Bond ETF made up 0.71% of Pacific Point Advisors's portfolio in Q2 2026, its #47 holding.
Pacific Point Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Pacific Point Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.7M in Q4 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.