Pinnacle Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Pinnacle Advisory Group’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$4.58M	Buy	174,770 +45,102	+35%	+$1.21M	0.21%	53
2020 Q4	$3.53M	Buy	129,668 +26,350	+26%	+$727K	0.21%	54
2020 Q3	$2.89M	Buy	103,318 +23,702	+30%	+$665K	0.19%	52
2020 Q2	$2.23M	Buy	79,616 +2,841	+4%	+$79.5K	0.15%	61
2020 Q1	$2.15M	Buy	76,775 +34,544	+82%	+$927K	0.21%	47
2019 Q4	$1.09M	Sell	42,231 -263	-0.6%	-$6.87K	0.07%	87
2019 Q3	$1.12M	Buy	42,494 +1,176	+3%	+$30.7K	0.08%	79
2019 Q2	$1.07M	Buy	41,318 +3,305	+9%	+$83.7K	0.07%	85
2019 Q1	$959K	Sell	38,013 -2,060	-5%	-$51.2K	0.07%	83
2018 Q4	$988K	Buy	40,073 +3,385	+9%	+$82.3K	0.07%	80
2018 Q3	$893K	Buy	36,688 +2,860	+8%	+$70.1K	0.06%	85
2018 Q2	$833K	Sell	33,828 -877	-3%	-$21.5K	0.05%	76
2018 Q1	$857K	Buy	34,705 +17,259	+99%	+$426K	0.05%	88
2017 Q4	$438K	Buy	17,446 +1,236	+8%	+$31.1K	0.03%	144
2017 Q3	$409K	Buy	16,210 +206	+1%	+$5.22K	0.03%	137
2017 Q2	$404K	Buy	16,004 +568	+4%	+$14.3K	0.03%	130
2017 Q1	$387K	Buy	15,436 +5,687	+58%	+$142K	0.03%	137
2016 Q4	$243K	Buy	+9,749	New	+$247K	0.02%	167

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pinnacle Advisory Group's GOVT Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares US Treasury Bond ETF (GOVT) stake by 35% in Q1 2021, buying an estimated $1.21M and bringing the position to 174,770 shares worth $4.58M. The position accounts for 0.21% of the portfolio, ranked #53.

Pinnacle Advisory Group first reported a position in GOVT in Q4 2016 and has held it in 18 quarters since. 516 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

Pinnacle Advisory Group held 174,770 shares of iShares US Treasury Bond ETF worth $4.58M as of Q1 2021.
Pinnacle Advisory Group bought 45,102 iShares US Treasury Bond ETF shares in Q1 2021, an estimated $1.21M.
iShares US Treasury Bond ETF made up 0.21% of Pinnacle Advisory Group's portfolio in Q1 2021, its #53 holding.
Pinnacle Advisory Group first reported a position in iShares US Treasury Bond ETF in Q4 2016 and has held it in 18 quarters since.
516 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.