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

Pinnacle Wealth Planning Services’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	$775K	Sell	9,436 -50	-0.5%	-$4.11K	0.07%	150
2026 Q1	$783K	Hold	9,486	–	–	0.08%	135
2025 Q4	$786K	Buy	9,486 +50	+0.5%	+$4.14K	0.08%	131
2025 Q3	$783K	Hold	9,436	–	–	0.09%	127
2025 Q2	$782K	Hold	9,436	–	–	0.1%	118
2025 Q1	$781K	Buy	9,436 +557	+6%	+$45.8K	0.12%	100
2024 Q4	$728K	Buy	+8,879	New	+$730K	0.11%	109
2021 Q1	–	Sell	-111	Closed	-$10K	–	1670
2020 Q4	$10K	Buy	+111	New	+$9.59K	﹤0.01%	1401

Other funds holding SHY

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's SHY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.53% in Q2 2026, selling an estimated $4.11K and leaving 9,436 shares worth $775K. The position accounts for 0.07% of the portfolio, ranked #150.

Pinnacle Wealth Planning Services first reported a position in SHY in Q4 2020 and has held it in 8 quarters since. The position peaked at $786K in Q4 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Pinnacle Wealth Planning Services held 9,436 shares of iShares 1-3 Year Treasury Bond ETF worth $775K as of Q2 2026.
Pinnacle Wealth Planning Services sold 50 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.11K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #150 holding.
Pinnacle Wealth Planning Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's iShares 1-3 Year Treasury Bond ETF position peaked at $786K in Q4 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.