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 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 $1.66T 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

Pinion Investment Advisors's SHY Position: Q1 2026 in Review

Pinion Investment Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 2,713 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #165 among its holdings. This is a return to the name: Pinion Investment Advisors previously reported a position in SHY as recently as Q2 2025.

Pinion Investment Advisors first reported a position in SHY in Q1 2022 and has held it in 9 quarters since. The position peaked at $428K in Q1 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Pinion Investment Advisors held 2,713 shares of iShares 1-3 Year Treasury Bond ETF worth $224K as of Q1 2026.
iShares 1-3 Year Treasury Bond ETF was a new Pinion Investment Advisors position in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Pinion Investment Advisors's portfolio in Q1 2026, its #165 holding.
Pinion Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
Pinion Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $428K in Q1 2022.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.