Pekin Hardy Strauss’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pekin Hardy Strauss’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	$491K	Buy	5,980 +970	+19%	+$79.8K	0.04%	318
2026 Q1	$414K	Buy	5,010 +1,345	+37%	+$111K	0.04%	327
2025 Q4	$304K	Buy	3,665 +150	+4%	+$12.4K	0.03%	357
2025 Q3	$292K	Buy	+3,515	New	+$291K	0.03%	337

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

Pekin Hardy Strauss's SHY Position: Q2 2026 in Review

Pekin Hardy Strauss increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 19% in Q2 2026, buying an estimated $79.8K and bringing the position to 5,980 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #318.

Pekin Hardy Strauss first reported a position in SHY in Q3 2025 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Pekin Hardy Strauss held 5,980 shares of iShares 1-3 Year Treasury Bond ETF worth $491K as of Q2 2026.
Pekin Hardy Strauss bought 970 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $79.8K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Pekin Hardy Strauss's portfolio in Q2 2026, its #318 holding.
Pekin Hardy Strauss first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.