PB
SHV icon

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

Pinnacle Bancorp’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
2021
Q2 		– Sell
-118
Closed -$13K – 729
2021
Q1 		$13K Buy
118
+74
+168% +$8.18K 0.01% 552
2020
Q4 		$5K Hold
44
– – ﹤0.01% 619
2020
Q3 		$5K Sell
44
-189
-81% -$20.9K ﹤0.01% 605
2020
Q2 		$26K Buy
233
+131
+128% +$14.5K 0.02% 384
2020
Q1 		$11K Sell
102
-175
-63% -$19.4K 0.01% 485
2019
Q4 		$31K Sell
277
-142
-34% -$15.7K 0.02% 367
2019
Q3 		$46K Buy
419
+5
+1% +$553 0.03% 319
2019
Q2 		$46K Sell
414
-609
-60% -$67.3K 0.03% 319
2019
Q1 		$113K Buy
1,023
+669
+189% +$73.9K 0.07% 190
2018
Q4 		$39K Buy
+354
New +$39.1K 0.02% 323

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
CRG
Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Bancorp's SHV Position: Q2 2021 in Review

Pinnacle Bancorp sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 118 shares — an estimated $13K sold.

Pinnacle Bancorp first reported a position in SHV in Q4 2018 and held it in 10 quarters. The position peaked at $113K in Q1 2019. 438 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

  • Pinnacle Bancorp reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Pinnacle Bancorp sold 118 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $13K.
  • Pinnacle Bancorp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 10 quarters.
  • Pinnacle Bancorp's iShares 0-1 Year Treasury Bond ETF position peaked at $113K in Q1 2019.
  • 438 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on Pinnacle Bancorp's 13F filing for Q2 2021, filed 15 Jul 2021.