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

Pinnacle Family Advisors’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
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%	+$221	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%	+$1.57M	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%	+$884	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

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Family Advisors's SHV Position: Q1 2024 in Review

Pinnacle Family Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 5,284 shares — an estimated $582K sold.

Pinnacle Family Advisors first reported a position in SHV in Q2 2018 and held it in 13 quarters. The position peaked at $2.44M in Q1 2020. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

Pinnacle Family Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Pinnacle Family Advisors sold 5,284 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $582K.
Pinnacle Family Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 13 quarters.
Pinnacle Family Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.44M in Q1 2020.
682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Pinnacle Family Advisors's 13F filing for Q1 2024, filed 15 May 2024.