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PFG Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

PFG Investments’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 		$1.57M Buy
19,134
+350
+2% +$28.8K 0.06% 280
2026
Q1 		$1.55M Sell
18,784
-1,684
-8% -$139K 0.07% 251
2025
Q4 		$1.7M Sell
20,468
-1,650
-7% -$137K 0.08% 219
2025
Q3 		$1.83M Buy
22,118
+1,997
+10% +$165K 0.1% 201
2025
Q2 		$1.67M Sell
20,121
-1,796
-8% -$148K 0.1% 198
2025
Q1 		$1.81M Sell
21,917
-1,557
-7% -$128K 0.12% 175
2024
Q4 		$1.92M Buy
23,474
+4,850
+26% +$399K 0.12% 166
2024
Q3 		$1.55M Buy
18,624
+295
+2% +$24.3K 0.1% 199
2024
Q2 		$1.5M Sell
18,329
-9,452
-34% -$769K 0.11% 187
2024
Q1 		$2.27M Buy
27,781
+19,310
+228% +$1.58M 0.14% 167
2023
Q4 		$695K Sell
8,471
-1,126
-12% -$91.5K 0.13% 182
2023
Q3 		$777K Buy
9,597
+988
+11% +$80K 0.15% 154
2023
Q2 		$698K Sell
8,609
-2,318
-21% -$190K 0.12% 180
2023
Q1 		$898K Buy
+10,927
New +$891K 0.18% 125

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG Investments's SHY Position: Q2 2026 in Review

PFG Investments increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.9% in Q2 2026, buying an estimated $28.8K and bringing the position to 19,134 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #280.

PFG Investments first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.27M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • PFG Investments held 19,134 shares of iShares 1-3 Year Treasury Bond ETF worth $1.57M as of Q2 2026.
  • PFG Investments bought 350 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $28.8K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of PFG Investments's portfolio in Q2 2026, its #280 holding.
  • PFG Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $2.27M in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.