Pinnacle Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-6,774	Closed	-$747K	–	172
2018 Q4	$747K	Buy	+6,774	New	+$747K	0.06%	88
2018 Q3	–	Sell	-135,197	Closed	-$14.9M	–	173
2018 Q2	$14.9M	Sell	135,197 -1,025	-0.8%	-$113K	0.9%	28
2018 Q1	$15M	Buy	+136,222	New	+$15M	0.89%	27
2017 Q4	–	Sell	-2,043	Closed	-$226K	–	201
2017 Q3	$226K	Sell	2,043 -388	-16%	-$42.8K	0.01%	176
2017 Q2	$268K	Sell	2,431 -72,878	-97%	-$8.04M	0.02%	163
2017 Q1	$8.31M	Buy	75,309 +37,226	+98%	+$4.11M	0.54%	35
2016 Q4	$4.2M	Buy	38,083 +35,335	+1,286%	+$3.9M	0.28%	38
2016 Q3	$303K	Sell	2,748 -300	-10%	-$33.1K	0.03%	97
2016 Q2	$336K	Buy	+3,048	New	+$336K	0.03%	93
2015 Q4	–	Sell	-70,762	Closed	-$7.8M	–	121
2015 Q3	$7.8M	Buy	70,762 +59,117	+508%	+$6.52M	0.83%	20
2015 Q2	$1.28M	Buy	+11,645	New	+$1.28M	0.13%	34

Other funds holding SHV

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

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

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Pinnacle Advisory Group's SHV Position: Q1 2019 in Review

Pinnacle Advisory Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 6,774 shares — an estimated $747K sold.

Pinnacle Advisory Group first reported a position in SHV in Q2 2015 and held it in 11 quarters. The position peaked at $15M in Q1 2018. 305 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

Pinnacle Advisory Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Pinnacle Advisory Group sold 6,774 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $747K.
Pinnacle Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2015 and held it in 11 quarters.
Pinnacle Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $15M in Q1 2018.
305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on Pinnacle Advisory Group's 13F filing for Q1 2019, filed 26 Apr 2019.