PWMG
SHY icon

Pinnacle Wealth Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pinnacle Wealth Management Group’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
Q2 		$502K Sell
6,116
-165
-3% -$13.6K 0.23% 73
2026
Q1 		$519K Sell
6,281
-321
-5% -$26.6K 0.25% 67
2025
Q4 		$547K Sell
6,602
-810
-11% -$67.1K 0.27% 63
2025
Q3 		$615K Sell
7,412
-55
-0.7% -$4.55K 0.32% 53
2025
Q2 		$619K Sell
7,467
-340
-4% -$28.1K 0.35% 54
2025
Q1 		$646K Buy
7,807
+400
+5% +$32.9K 0.45% 41
2024
Q4 		$607K Buy
7,407
+330
+5% +$27.1K 0.38% 52
2024
Q3 		$588K Sell
7,077
-85
-1% -$7.01K 0.37% 57
2024
Q2 		$585K Sell
7,162
-1,912
-21% -$156K 0.4% 47
2024
Q1 		$742K Sell
9,074
-1,324
-13% -$108K 0.55% 39
2023
Q4 		$853K Buy
10,398
+85
+0.8% +$6.91K 0.7% 39
2023
Q3 		$835K Sell
10,313
-94,599
-90% -$7.66M 0.76% 34
2023
Q2 		$8.51M Sell
104,912
-2,064
-2% -$169K 7.43% 2
2023
Q1 		$8.79M Buy
106,976
+5,559
+5% +$453K 7.62% 2
2022
Q4 		$8.23M Buy
101,417
+748
+0.7% +$60.7K 7.3% 2
2022
Q3 		$8.18M Buy
100,669
+59,681
+146% +$4.91M 7.21% 2
2022
Q2 		$3.39M Buy
+40,988
New +$3.4M 2.84% 7
2022
Q1 		– Sell
-34,282
Closed -$2.93M – 127
2021
Q4 		$2.93M Sell
34,282
-2
-0% -$172 2.17% 13
2021
Q3 		$2.95M Buy
34,284
+1,827
+6% +$158K 2.22% 12
2021
Q2 		$2.8M Buy
+32,457
New +$2.8M 2.04% 13

Other funds holding SHY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Pinnacle Wealth Management Group's SHY Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.6% in Q2 2026, selling an estimated $13.6K and leaving 6,116 shares worth $502K. The position accounts for 0.23% of the portfolio, ranked #73.

Pinnacle Wealth Management Group first reported a position in SHY in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.79M in Q1 2023. 259 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Pinnacle Wealth Management Group held 6,116 shares of iShares 1-3 Year Treasury Bond ETF worth $502K as of Q2 2026.
  • Pinnacle Wealth Management Group sold 165 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.23% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #73 holding.
  • Pinnacle Wealth Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Pinnacle Wealth Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $8.79M in Q1 2023.
  • 259 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.