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

Pinion 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
2026 Q2	$293K	Buy	3,571 +858	+32%	+$70.5K	0.06%	174
2026 Q1	$224K	Buy	+2,713	New	+$225K	0.05%	165
2025 Q3	–	Sell	-3,996	Closed	-$331K	–	179
2025 Q2	$331K	Buy	+3,996	New	+$330K	0.11%	122
2025 Q1	–	Sell	-2,909	Closed	-$238K	–	158
2024 Q4	$238K	Buy	+2,909	New	+$239K	0.09%	141
2024 Q3	–	Sell	-3,971	Closed	-$324K	–	157
2024 Q2	$324K	Buy	3,971 +289	+8%	+$23.5K	0.16%	111
2024 Q1	$301K	Buy	+3,682	New	+$301K	0.16%	117
2023 Q4	–	Sell	-3,740	Closed	-$303K	–	167
2023 Q3	$303K	Buy	+3,740	New	+$303K	0.2%	121
2022 Q4	–	Sell	-4,326	Closed	-$351K	–	155
2022 Q3	$351K	Sell	4,326 -819	-16%	-$67.4K	0.31%	105
2022 Q2	$426K	Buy	5,145 +13	+0.3%	+$1.08K	0.36%	93
2022 Q1	$428K	Buy	+5,132	New	+$434K	0.3%	107

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

Pinion Investment Advisors's SHY Position: Q2 2026 in Review

Pinion Investment Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 32% in Q2 2026, buying an estimated $70.5K and bringing the position to 3,571 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #174.

Pinion Investment Advisors first reported a position in SHY in Q1 2022 and has held it in 10 quarters since. The position peaked at $428K in Q1 2022. 1,212 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Pinion Investment Advisors held 3,571 shares of iShares 1-3 Year Treasury Bond ETF worth $293K as of Q2 2026.
Pinion Investment Advisors bought 858 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $70.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Pinion Investment Advisors's portfolio in Q2 2026, its #174 holding.
Pinion Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 10 quarters since.
Pinion Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $428K in Q1 2022.
1,212 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.