Pinnacle Associates’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
+3,866
| New | +$427K | 0.01% | 664 |
|
|
2022
Q2 | – | Sell |
-13,043
| Closed | -$1.44M | – | 787 |
|
|
2022
Q1 | $1.44M | Hold |
13,043
| – | – | 0.03% | 384 |
|
|
2021
Q4 | $1.44M | Hold |
13,043
| – | – | 0.02% | 390 |
|
|
2021
Q3 | $1.44M | Hold |
13,043
| – | – | 0.03% | 386 |
|
|
2021
Q2 | $1.44M | Sell |
13,043
-3,226
| -20% | -$356K | 0.03% | 378 |
|
|
2021
Q1 | $1.8M | Hold |
16,269
| – | – | 0.03% | 338 |
|
|
2020
Q4 | $1.8M | Buy |
16,269
+7,458
| +85% | +$824K | 0.04% | 319 |
|
|
2020
Q3 | $975K | Sell |
8,811
-85
| -1% | -$9.41K | 0.02% | 370 |
|
|
2020
Q2 | $985K | Buy |
+8,896
| New | +$985K | 0.02% | 365 |
|