PKS Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

PKS Advisory 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
2025 Q4	–	Sell	-14,932	Closed	-$1.24M	–	264
2025 Q3	$1.24M	Sell	14,932 -10,894	-42%	-$901K	0.26%	67
2025 Q2	$2.14M	Sell	25,826 -447	-2%	-$36.9K	0.53%	39
2025 Q1	$2.17M	Buy	26,273 +9,417	+56%	+$774K	0.59%	35
2024 Q4	$1.38M	Buy	+16,856	New	+$1.39M	0.35%	49

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PKS Advisory Services's SHY Position: Q4 2025 in Review

PKS Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 14,932 shares — an estimated $1.24M sold.

PKS Advisory Services first reported a position in SHY in Q4 2024 and held it in 4 quarters. The position peaked at $2.17M in Q1 2025. 1,206 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

PKS Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
PKS Advisory Services sold 14,932 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.24M.
PKS Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
PKS Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $2.17M in Q1 2025.
1,206 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on PKS Advisory Services's 13F filing for Q4 2025, filed 2 Feb 2026.