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 Q3	$513K	Sell	4,652 -744	-14%	-$82K	0.01%	670
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $459M AUM 37.78% 1-Year Est. Return

Pinnacle Associates's SHV Position: Q3 2026 in Review

Pinnacle Associates reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 14% in Q3 2026, selling an estimated $82K and leaving 4,652 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #670.

Pinnacle Associates first reported a position in SHV in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.8M in Q1 2021. 381 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Pinnacle Associates held 4,652 shares of iShares 0-1 Year Treasury Bond ETF worth $513K as of Q3 2026.
Pinnacle Associates sold 744 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $82K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #670 holding.
Pinnacle Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 14 quarters since.
Pinnacle Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $1.8M in Q1 2021.
381 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.