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 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 $1.66T 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 Wealth Planning Services's SHY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 9,486 shares worth $783K. The position accounts for 0.08% of the portfolio, ranked #135.

Pinnacle Wealth Planning Services first reported a position in SHY in Q4 2020 and has held it in 7 quarters since. The position peaked at $786K in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Pinnacle Wealth Planning Services held 9,486 shares of iShares 1-3 Year Treasury Bond ETF worth $783K as of Q1 2026.
Pinnacle Wealth Planning Services left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #135 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 7 quarters since.
Pinnacle Wealth Planning Services's iShares 1-3 Year Treasury Bond ETF position peaked at $786K in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.