Pinnacle Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pinnacle Advisory 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
2021 Q1	$474K	Buy	5,493 +2,379	+76%	+$205K	0.02%	171
2020 Q4	$269K	Sell	3,114 -742	-19%	-$64.1K	0.02%	168
2020 Q3	$334K	Sell	3,856 -1,422	-27%	-$123K	0.02%	136
2020 Q2	$457K	Sell	5,278 -16,481	-76%	-$1.43M	0.03%	124
2020 Q1	$1.89M	Sell	21,759 -9,100	-29%	-$777K	0.18%	55
2019 Q4	$2.61M	Sell	30,859 -8,702	-22%	-$737K	0.18%	51
2019 Q3	$3.36M	Buy	39,561 +18,293	+86%	+$1.55M	0.23%	41
2019 Q2	$1.8M	Sell	21,268 -1,132	-5%	-$95.3K	0.12%	60
2019 Q1	$1.88M	Buy	22,400 +2,716	+14%	+$227K	0.13%	50
2018 Q4	$1.65M	Buy	19,684 +12,687	+181%	+$1.05M	0.12%	54
2018 Q3	$581K	Sell	6,997 -547	-7%	-$45.5K	0.04%	103
2018 Q2	$629K	Sell	7,544 -866	-10%	-$72.1K	0.04%	95
2018 Q1	$703K	Sell	8,410 -31,294	-79%	-$2.61M	0.04%	101
2017 Q4	$3.33M	Buy	+39,704	New	+$3.34M	0.19%	40
2017 Q1	–	Sell	-3,057	Closed	-$258K	–	206
2016 Q4	$258K	Buy	+3,057	New	+$259K	0.02%	162
2015 Q2	–	Sell	-34,481	Closed	-$2.93M	–	140
2015 Q1	$2.93M	Sell	34,481 -89,927	-72%	-$7.62M	0.26%	32
2014 Q4	$10.5M	Sell	124,408 -2,392	-2%	-$202K	0.95%	26
2014 Q3	$10.7M	Buy	126,800 +8,872	+8%	+$750K	1.37%	17
2014 Q2	$9.97M	Buy	117,928 +21,412	+22%	+$1.81M	1.17%	18
2014 Q1	$8.15M	Buy	+96,516	New	+$8.15M	0.81%	23
2013 Q4	–	Sell	-87,791	Closed	-$7.42M	–	106
2013 Q3	$7.42M	Sell	87,791 -5,524	-6%	-$466K	0.87%	24
2013 Q2	$7.87M	Buy	+93,315	New	+$7.88M	1.04%	18

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

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

Pinnacle Advisory Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 76% in Q1 2021, buying an estimated $205K and bringing the position to 5,493 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #171.

Pinnacle Advisory Group first reported a position in SHY in Q2 2013 and has held it in 22 quarters since. The position peaked at $10.7M in Q3 2014. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Pinnacle Advisory Group held 5,493 shares of iShares 1-3 Year Treasury Bond ETF worth $474K as of Q1 2021.
Pinnacle Advisory Group bought 2,379 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $205K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #171 holding.
Pinnacle Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 22 quarters since.
Pinnacle Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $10.7M in Q3 2014.
889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

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