Pinnacle Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$390K Buy
4,714
+1,695
+56% +$141K 0.15% 158
2022
Q1
$252K Buy
+3,019
New +$255K 0.08% 244

Other funds holding SHY

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

Pinnacle Private Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 56% in Q2 2022, buying an estimated $141K and bringing the position to 4,714 shares worth $390K. The position accounts for 0.15% of the portfolio, ranked #158.

Pinnacle Private Wealth first reported a position in SHY in Q1 2022 and has held it in 2 quarters since. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Pinnacle Private Wealth held 4,714 shares of iShares 1-3 Year Treasury Bond ETF worth $390K as of Q2 2022.
  • Pinnacle Private Wealth bought 1,695 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $141K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.15% of Pinnacle Private Wealth's portfolio in Q2 2022, its #158 holding.
  • Pinnacle Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • 995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

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