Pinnacle Financial Partners’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
Q1 | $2.3M | Sell |
20,907
-6,526
| -24% | -$719K | 0.05% | 216 |
|
|
2024
Q4 | $3.03M | Hold |
27,433
| – | – | 0.06% | 197 |
|
|
2024
Q3 | $3.03M | Sell |
27,433
-1,525
| -5% | -$169K | 0.06% | 194 |
|
|
2024
Q2 | $3.2M | Hold |
28,958
| – | – | 0.07% | 191 |
|
|
2024
Q1 | $3.2M | Buy |
28,958
+4,783
| +20% | +$529K | 0.07% | 190 |
|
|
2023
Q4 | $2.66M | Buy |
24,175
+4,100
| +20% | +$452K | 0.06% | 187 |
|
|
2023
Q3 | $2.22M | Buy |
20,075
+5,802
| +41% | +$641K | 0.06% | 191 |
|
|
2023
Q2 | $1.58M | Sell |
14,273
-1,617
| -10% | -$179K | 0.04% | 214 |
|
|
2023
Q1 | $1.76M | Buy |
15,890
+159
| +1% | +$17.6K | 0.05% | 209 |
|
|
2022
Q4 | $1.73M | Buy |
15,731
+6,981
| +80% | +$767K | 0.05% | 210 |
|
|
2022
Q3 | $963K | Buy |
8,750
+2,603
| +42% | +$286K | 0.03% | 239 |
|
|
2022
Q2 | $677K | Hold |
6,147
| – | – | 0.02% | 253 |
|
|
2022
Q1 | $678K | Sell |
6,147
-35
| -0.6% | -$3.86K | 0.02% | 258 |
|
|
2021
Q4 | $683K | Sell |
6,182
-1,444
| -19% | -$160K | 0.02% | 264 |
|
|
2021
Q3 | $842K | Sell |
7,626
-3,535
| -32% | -$390K | 0.03% | 241 |
|
|
2021
Q2 | $1.23M | Sell |
11,161
-1,478
| -12% | -$163K | 0.05% | 199 |
|
|
2021
Q1 | $1.4M | Sell |
12,639
-36,409
| -74% | -$4.02M | 0.06% | 186 |
|
|
2020
Q4 | $5.43M | Sell |
49,048
-1,778
| -3% | -$197K | 0.27% | 106 |
|
|
2020
Q3 | $5.63M | Sell |
50,826
-4,856
| -9% | -$538K | 0.31% | 97 |
|
|
2020
Q2 | $6.17M | Buy |
55,682
+23,436
| +73% | +$2.6M | 0.35% | 87 |
|
|
2020
Q1 | $3.58M | Sell |
32,246
-1,662
| -5% | -$185K | 0.25% | 108 |
|
|
2019
Q4 | $3.75M | Buy |
33,908
+3,463
| +11% | +$382K | 0.23% | 117 |
|
|
2019
Q3 | $3.37M | Buy |
+30,445
| New | +$3.37M | 0.24% | 119 |
|