Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,284
| Closed | -$582K | – | 109 |
|
|
2023
Q4 | $582K | Buy |
+5,284
| New | +$582K | 0.34% | 46 |
|
|
2021
Q2 | – | Sell |
-6,867
| Closed | -$759K | – | 146 |
|
|
2021
Q1 | $759K | Sell |
6,867
-1,041
| -13% | -$115K | 0.4% | 49 |
|
|
2020
Q4 | $874K | Sell |
7,908
-92
| -1% | -$10.2K | 0.53% | 44 |
|
|
2020
Q3 | $886K | Buy |
8,000
+2
| +0% | +$222 | 0.6% | 30 |
|
|
2020
Q2 | $886K | Sell |
7,998
-13,933
| -64% | -$1.54M | 0.77% | 31 |
|
|
2020
Q1 | $2.44M | Buy |
21,931
+14,223
| +185% | +$1.58M | 2.93% | 9 |
|
|
2019
Q4 | $851K | Sell |
7,708
-152
| -2% | -$16.8K | 0.77% | 30 |
|
|
2019
Q3 | $869K | Buy |
7,860
+306
| +4% | +$33.8K | 0.77% | 30 |
|
|
2019
Q2 | $836K | Buy |
7,554
+8
| +0.1% | +$885 | 0.69% | 34 |
|
|
2019
Q1 | $834K | Sell |
7,546
-3,269
| -30% | -$361K | 0.74% | 36 |
|
|
2018
Q4 | $1.19M | Buy |
10,815
+41
| +0.4% | +$4.52K | 0.8% | 32 |
|
|
2018
Q3 | $1.19M | Hold |
10,774
| – | – | 0.63% | 28 |
|
|
2018
Q2 | $1.19M | Buy |
+10,774
| New | +$1.19M | 0.63% | 29 |
|