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Pinnacle Family Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pinnacle Family Advisors’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,145
Closed -$422K – 110
2023
Q4 		$422K Buy
+5,145
New +$418K 0.25% 62
2020
Q2 		– Sell
-18,135
Closed -$1.57M – 95
2020
Q1 		$1.57M Buy
+18,135
New +$1.55M 1.89% 19

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pinnacle Family Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 5,145 shares — an estimated $422K sold.

Pinnacle Family Advisors first reported a position in SHY in Q1 2020 and held it in 2 quarters. The position peaked at $1.57M in Q1 2020. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Pinnacle Family Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Pinnacle Family Advisors sold 5,145 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $422K.
  • Pinnacle Family Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Pinnacle Family Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.57M in Q1 2020.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

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