Pflug Koory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pflug Koory’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	$27.8K	Buy	337 +1	+0.3%	+$83	0.01%	268
2025 Q4	$27.8K	Buy	336 +4	+1%	+$332	0.01%	265
2025 Q3	$27.5K	Buy	332 +287	+638%	+$23.7K	0.01%	266
2025 Q2	$3.73K	Sell	45 -46	-51%	-$3.8K	﹤0.01%	369
2025 Q1	$7.53K	Hold	91	–	–	﹤0.01%	324
2024 Q4	$7.46K	Hold	91	–	–	﹤0.01%	333
2024 Q3	$7.57K	Buy	+91	New	+$7.51K	﹤0.01%	329
2024 Q1	$7.44K	Hold	91	–	–	﹤0.01%	335
2023 Q4	$7.47K	Hold	91	–	–	﹤0.01%	337
2023 Q3	$7.37K	Hold	91	–	–	﹤0.01%	333
2023 Q2	$7.38K	Hold	91	–	–	﹤0.01%	342
2023 Q1	$7.48K	Hold	91	–	–	﹤0.01%	348
2022 Q4	$7K	Hold	91	–	–	﹤0.01%	356
2022 Q3	$7K	Hold	91	–	–	﹤0.01%	378
2022 Q2	$8K	Hold	91	–	–	﹤0.01%	359
2022 Q1	$8K	Hold	91	–	–	﹤0.01%	369
2021 Q4	$8K	Hold	91	–	–	﹤0.01%	369
2021 Q3	$8K	Hold	91	–	–	﹤0.01%	369
2021 Q2	$8K	Hold	91	–	–	﹤0.01%	380
2021 Q1	$8K	Buy	+91	New	+$7.86K	﹤0.01%	383

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

Pflug Koory's SHY Position: Q1 2026 in Review

Pflug Koory increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.3% in Q1 2026, buying an estimated $83 and bringing the position to 337 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #268.

Pflug Koory first reported a position in SHY in Q1 2021 and has held it in 20 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Pflug Koory held 337 shares of iShares 1-3 Year Treasury Bond ETF worth $27.8K as of Q1 2026.
Pflug Koory bought 1 iShares 1-3 Year Treasury Bond ETF share in Q1 2026, an estimated $83.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Pflug Koory's portfolio in Q1 2026, its #268 holding.
Pflug Koory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 20 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Pflug Koory's 13F filing for Q1 2026, filed 22 Apr 2026.