Pinnacle Associates’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
2022
Q2
Sell
2022
Q1
$1.44M Hold
2021
Q4
$1.44M Hold
2021
Q3
$1.44M Hold
2021
Q2
$1.44M Sell
2021
Q1
$1.8M Hold
2020
Q4
$1.8M Buy
2020
Q3
$975K Sell
2020
Q2
$985K Buy