Pinnacle Bancorp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pinnacle Bancorp’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	$6.69K	Hold	81	–	–	﹤0.01%	763
2025 Q4	$6.71K	Sell	81 -38	-32%	-$3.15K	﹤0.01%	746
2025 Q3	$9.87K	Hold	119	–	–	﹤0.01%	735
2025 Q2	$9.86K	Hold	119	–	–	﹤0.01%	720
2025 Q1	$9.85K	Hold	119	–	–	﹤0.01%	699
2024 Q4	$9.76K	Hold	119	–	–	﹤0.01%	702
2024 Q3	$9.89K	Sell	119 -57	-32%	-$4.7K	﹤0.01%	696
2024 Q2	$14.4K	Buy	176 +33	+23%	+$2.69K	﹤0.01%	616
2024 Q1	$11.7K	Hold	143	–	–	﹤0.01%	635
2023 Q4	$11.7K	Hold	143	–	–	﹤0.01%	612
2023 Q3	$11.6K	Buy	+143	New	+$11.6K	﹤0.01%	586
2020 Q4	–	Sell	-74	Closed	-$6K	–	672
2020 Q3	$6K	Hold	74	–	–	﹤0.01%	582
2020 Q2	$6K	Buy	+74	New	+$6.41K	﹤0.01%	580
2020 Q1	–	Sell	-165	Closed	-$14K	–	688
2019 Q4	$14K	Hold	165	–	–	0.01%	489
2019 Q3	$14K	Hold	165	–	–	0.01%	510
2019 Q2	$14K	Buy	165 +40	+32%	+$3.37K	0.01%	498
2019 Q1	$11K	Hold	125	–	–	0.01%	527
2018 Q4	$10K	Buy	+125	New	+$10.4K	0.01%	544
2017 Q1	$1K	Buy	+10	New	+$845	﹤0.01%	616

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

Pinnacle Bancorp's SHY Position: Q1 2026 in Review

Pinnacle Bancorp held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 81 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Pinnacle Bancorp first reported a position in SHY in Q1 2017 and has held it in 19 quarters since. The position peaked at $14.4K in Q2 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Pinnacle Bancorp held 81 shares of iShares 1-3 Year Treasury Bond ETF worth $6.69K as of Q1 2026.
Pinnacle Bancorp left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q1 2026, its #763 holding.
Pinnacle Bancorp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and has held it in 19 quarters since.
Pinnacle Bancorp's iShares 1-3 Year Treasury Bond ETF position peaked at $14.4K in Q2 2024.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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