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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Associates's SHV Position: Q1 2026 in Review

Pinnacle Associates increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 31% in Q1 2026, buying an estimated $158K and bringing the position to 6,101 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #598.

Pinnacle Associates first reported a position in SHV in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.8M in Q1 2021. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Pinnacle Associates held 6,101 shares of iShares 0-1 Year Treasury Bond ETF worth $673K as of Q1 2026.
Pinnacle Associates bought 1,432 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $158K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #598 holding.
Pinnacle Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 12 quarters since.
Pinnacle Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $1.8M in Q1 2021.
737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.