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

Private 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	$2.48M	Sell	30,144 -677	-2%	-$55.7K	0.07%	177
2026 Q1	$2.54M	Sell	30,821 -1,064	-3%	-$88.1K	0.07%	169
2025 Q4	$2.64M	Sell	31,885 -5,648	-15%	-$468K	0.08%	161
2025 Q3	$3.11M	Sell	37,533 -2,297	-6%	-$190K	0.09%	149
2025 Q2	$3.3M	Sell	39,830 -21,126	-35%	-$1.74M	0.11%	142
2025 Q1	$5.04M	Sell	60,956 -4,531	-7%	-$373K	0.18%	119
2024 Q4	$5.37M	Sell	65,487 -3,980	-6%	-$327K	0.19%	119
2024 Q3	$5.78M	Sell	69,467 -5,584	-7%	-$461K	0.2%	115
2024 Q2	$6.13M	Sell	75,051 -89,090	-54%	-$7.25M	0.24%	111
2024 Q1	$13.4M	Sell	164,141 -43,146	-21%	-$3.53M	0.51%	81
2023 Q4	$17M	Buy	207,287 +10,261	+5%	+$834K	0.65%	68
2023 Q3	$16M	Buy	197,026 +37,652	+24%	+$3.05M	0.65%	68
2023 Q2	$12.9M	Sell	159,374 -19,601	-11%	-$1.6M	0.55%	78
2023 Q1	$14.7M	Buy	178,975 +13,959	+8%	+$1.14M	0.66%	60
2022 Q4	$13.4M	Buy	165,016 +155,952	+1,721%	+$12.7M	0.59%	67
2022 Q3	$736K	Buy	+9,064	New	+$746K	0.03%	131

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

Private Management Group's SHY Position: Q2 2026 in Review

Private Management Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.2% in Q2 2026, selling an estimated $55.7K and leaving 30,144 shares worth $2.48M. The position accounts for 0.07% of the portfolio, ranked #177.

Private Management Group first reported a position in SHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $17M in Q4 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Private Management Group held 30,144 shares of iShares 1-3 Year Treasury Bond ETF worth $2.48M as of Q2 2026.
Private Management Group sold 677 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $55.7K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Private Management Group's portfolio in Q2 2026, its #177 holding.
Private Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Private Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $17M in Q4 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.