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Pin Oak Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pin Oak Investment Advisors’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
2025
Q1 		– Sell
-135
Closed -$11K – 481
2024
Q4 		$11K Hold
135
– – 0.01% 336
2024
Q3 		$11K Sell
135
-9
-6% -$743 0.01% 337
2024
Q2 		$12K Buy
144
+9
+7% +$732 0.01% 318
2024
Q1 		$11K Hold
135
– – 0.01% 324
2023
Q4 		$11K Hold
135
– – 0.01% 322
2023
Q3 		$11K Hold
135
– – 0.01% 311
2023
Q2 		$11K Buy
+135
New +$11K 0.01% 316
2021
Q3 		– Sell
-61
Closed -$5K – 428
2021
Q2 		$5K Hold
61
– – 0.01% 345
2021
Q1 		$5K Hold
61
– – ﹤0.01% 355
2020
Q4 		$5K Hold
61
– – ﹤0.01% 376
2020
Q3 		$5K Hold
61
– – ﹤0.01% 356
2020
Q2 		$5K Hold
61
– – ﹤0.01% 342
2020
Q1 		$5K Sell
61
-176
-74% -$15K 0.01% 346
2019
Q4 		$20K Sell
237
-490
-67% -$41.5K 0.02% 260
2019
Q3 		$62K Hold
727
– – 0.05% 174
2019
Q2 		$62K Sell
727
-120
-14% -$10.1K 0.05% 181
2019
Q1 		$71K Sell
847
-235
-22% -$19.7K 0.06% 165
2018
Q4 		$90K Sell
1,082
-485
-31% -$40.3K 0.08% 151
2018
Q3 		$130K Buy
+1,567
New +$130K 0.1% 137

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pin Oak Investment Advisors's SHY Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 135 shares — an estimated $11K sold.

Pin Oak Investment Advisors first reported a position in SHY in Q3 2018 and held it in 19 quarters. The position peaked at $130K in Q3 2018. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Pin Oak Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 135 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $11K.
  • Pin Oak Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and held it in 19 quarters.
  • Pin Oak Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $130K in Q3 2018.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.