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Pinnacle Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Pinnacle Private Wealth’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$590K Sell
24,698
-184
-0.7% -$4.43K 0.23% 105
2022
Q1 		$620K Buy
+24,882
New +$637K 0.19% 118

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Pinnacle Private Wealth's GOVT Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.74% in Q2 2022, selling an estimated $4.43K and leaving 24,698 shares worth $590K. The position accounts for 0.23% of the portfolio, ranked #105.

Pinnacle Private Wealth first reported a position in GOVT in Q1 2022 and has held it in 2 quarters since. The position peaked at $620K in Q1 2022. 578 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

  • Pinnacle Private Wealth held 24,698 shares of iShares US Treasury Bond ETF worth $590K as of Q2 2022.
  • Pinnacle Private Wealth sold 184 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $4.43K.
  • iShares US Treasury Bond ETF made up 0.23% of Pinnacle Private Wealth's portfolio in Q2 2022, its #105 holding.
  • Pinnacle Private Wealth first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • Pinnacle Private Wealth's iShares US Treasury Bond ETF position peaked at $620K in Q1 2022.
  • 578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.