Pasadena Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pasadena Private Wealth’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	–	Sell	-5,926	Closed	-$491K	–	294
2025 Q4	$491K	Buy	5,926 +1,706	+40%	+$141K	0.07%	126
2025 Q3	$350K	Sell	4,220 -250	-6%	-$20.7K	0.05%	148
2025 Q2	$370K	Sell	4,470 -320	-7%	-$26.4K	0.06%	130
2025 Q1	$396K	Sell	4,790 -940	-16%	-$77.3K	0.08%	118
2024 Q4	$470K	Buy	5,730 +300	+6%	+$24.7K	0.1%	95
2024 Q3	$452K	Buy	+5,430	New	+$448K	0.1%	91
2022 Q1	–	Sell	-72,401	Closed	-$6.19M	–	119
2021 Q4	$6.19M	Buy	+72,401	New	+$6.21M	2.03%	11

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pasadena Private Wealth's SHY Position: Q1 2026 in Review

Pasadena Private Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 5,926 shares — an estimated $491K sold.

Pasadena Private Wealth first reported a position in SHY in Q4 2021 and held it in 7 quarters. The position peaked at $6.19M in Q4 2021. 1,220 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Pasadena Private Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Pasadena Private Wealth sold 5,926 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $491K.
Pasadena Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
Pasadena Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $6.19M in Q4 2021.
1,220 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.