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

PMG Wealth Management’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 		$2.09M Sell
25,447
-2,275
-8% -$188K 1.51% 20
2025
Q4 		$2.3M Buy
27,722
+200
+0.7% +$16.6K 1.68% 18
2025
Q3 		$2.28M Sell
27,522
-195
-0.7% -$16.1K 1.74% 18
2025
Q2 		$2.29M Sell
27,717
-765
-3% -$63.2K 1.89% 18
2025
Q1 		$2.35M Buy
28,482
+350
+1% +$28.8K 2.49% 13
2024
Q4 		$2.31M Buy
+28,132
New +$2.31M 2.1% 18

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PMG Wealth Management's SHY Position: Q1 2026 in Review

PMG Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.2% in Q1 2026, selling an estimated $188K and leaving 25,447 shares worth $2.09M. The position accounts for 1.51% of the portfolio, ranked #20.

PMG Wealth Management first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.35M in Q1 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • PMG Wealth Management held 25,447 shares of iShares 1-3 Year Treasury Bond ETF worth $2.09M as of Q1 2026.
  • PMG Wealth Management sold 2,275 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $188K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.51% of PMG Wealth Management's portfolio in Q1 2026, its #20 holding.
  • PMG Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • PMG Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.35M in Q1 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.