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 Q2	$4.63M	Buy	56,418 +1,378	+3%	+$113K	3.32%	8
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 $1.89T 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

PCG Asset Management's SHY Position: Q2 2026 in Review

PCG Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.5% in Q2 2026, buying an estimated $113K and bringing the position to 56,418 shares worth $4.63M. The position accounts for 3.32% of the portfolio, ranked #8.

PCG Asset Management first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.89M in Q4 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

PCG Asset Management held 56,418 shares of iShares 1-3 Year Treasury Bond ETF worth $4.63M as of Q2 2026.
PCG Asset Management bought 1,378 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $113K.
iShares 1-3 Year Treasury Bond ETF made up 3.32% of PCG Asset Management's portfolio in Q2 2026, its #8 holding.
PCG Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
PCG Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.89M in Q4 2024.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on PCG Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.