PCG Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

PCG Asset Management’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	$4.54M	Buy	55,040 +1,040	+2%	+$86.1K	3.63%	5
2025 Q4	$4.53M	Sell	54,000 -2,642	-5%	-$219K	3.61%	5
2025 Q3	$4.7M	Buy	56,642 +928	+2%	+$76.8K	3.77%	5
2025 Q2	$4.62M	Sell	55,714 -2,583	-4%	-$213K	3.97%	4
2025 Q1	$4.82M	Sell	58,297 -1,396	-2%	-$115K	4.51%	4
2024 Q4	$4.89M	Buy	+59,693	New	+$4.91M	4.29%	4

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

PCG Asset Management's SHY Position: Q1 2026 in Review

PCG Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.9% in Q1 2026, buying an estimated $86.1K and bringing the position to 55,040 shares worth $4.54M. The position accounts for 3.63% of the portfolio, ranked #5.

PCG Asset Management first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.89M in Q4 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

PCG Asset Management held 55,040 shares of iShares 1-3 Year Treasury Bond ETF worth $4.54M as of Q1 2026.
PCG Asset Management bought 1,040 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $86.1K.
iShares 1-3 Year Treasury Bond ETF made up 3.63% of PCG Asset Management's portfolio in Q1 2026, its #5 holding.
PCG Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
PCG Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.89M in Q4 2024.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on PCG Asset Management's 13F filing for Q1 2026, filed 12 May 2026.