Pinnacle Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Pinnacle Associates’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$595K	Sell	5,396 -705	-12%	-$77.7K	0.01%	650
2026 Q1	$673K	Buy	6,101 +1,432	+31%	+$158K	0.01%	598
2025 Q4	$514K	Hold	4,669	–	–	0.01%	651
2025 Q3	$516K	Buy	4,669 +803	+21%	+$88.6K	0.01%	635
2025 Q2	$427K	Buy	+3,866	New	+$426K	0.01%	664
2022 Q2	–	Sell	-13,043	Closed	-$1.44M	–	787
2022 Q1	$1.44M	Hold	13,043	–	–	0.03%	384
2021 Q4	$1.44M	Hold	13,043	–	–	0.02%	390
2021 Q3	$1.44M	Hold	13,043	–	–	0.03%	386
2021 Q2	$1.44M	Sell	13,043 -3,226	-20%	-$356K	0.03%	378
2021 Q1	$1.8M	Hold	16,269	–	–	0.03%	338
2020 Q4	$1.8M	Buy	16,269 +7,458	+85%	+$825K	0.04%	319
2020 Q3	$975K	Sell	8,811 -85	-1%	-$9.41K	0.02%	370
2020 Q2	$985K	Buy	+8,896	New	+$986K	0.02%	365

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Associates's SHV Position: Q2 2026 in Review

Pinnacle Associates reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q2 2026, selling an estimated $77.7K and leaving 5,396 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #650.

Pinnacle Associates first reported a position in SHV in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.8M in Q1 2021. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Pinnacle Associates held 5,396 shares of iShares 0-1 Year Treasury Bond ETF worth $595K as of Q2 2026.
Pinnacle Associates sold 705 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $77.7K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #650 holding.
Pinnacle Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 13 quarters since.
Pinnacle Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $1.8M in Q1 2021.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.